Are you experienced in transaction Administration and client servicing in the
finance area, possess strong interpersonal skills, and enjoy direct client
contact? This might be your next challenge.

About the Role

You will be responsible for managing task assignments, performing email
triaging, and ensuring accurate payment allocation in Surety. This
includes timely and accurate review of client requests, assigning tasks to
the appropriate sub-team, segregating new transaction requests and amendments
from general client inquiries to ensure fast processing and completeness. Your
role is key in ensuring outstanding client experience and communication to our
global corporate clients and brokers.

In particular, your responsibilities will include the following:

* Closely interact and coordinate with internal stakeholders
in International Surety Desk located in various regions and markets, as well
as with external stakeholders such as clients and brokers to deliver seamless
service to our integral clients.

* Analyze incoming emails and documents, evaluate task requirements




to determine whether they involve new transactions, amendments, or general
inquiries, and assign the tasks to the appropriate team for efficient
and timely handling of the tasks.

* Process and allocate client payments accurately and in alignment with
business requirements, support reconciliation of payments and premium booking
on corresponding cases. Resolve discrepancies or escalate issues related to
the booking in a timely manner.

* Provide support to the clients on their account statements, communicate with
clients to clarify payment inquiries or to gather additional information
when required ensuring client expectations are met while maintaining high
service standards to the client.

* Collaborate closely with internal stakeholders within the International
Surety Desk Team in ensuring timely task assignments, payment triaging, and
premium bookings.

About the Team

International Surety Desk is an

📌 International Surety Specialist (Madrid)
🏢 Swiss Re
📍 Madrid