Portfolio Manager

Detalles de la oferta

Job Summary The Portfolio Manager Operations oversees the administration of insurance and/or reinsurance accounts and contracts, from establishing and maintaining contractual data, processing the insurance and/or reinsurance account bookings, claims handling and managing the related cash flow. He/she also supports the underwriters in administrative activities related to the underwriting process. Key Duties and Responsibilities Responsible for entries (treaties and/or facultative) in the Accounting and Underwriting system/platforms and all further modifications. Enter T&C (Terms and Conditions) into the accounting system with accuracy. Check contractual T&C (Terms and Conditions), submit them to Underwriters for signature, and draw their attention in case of ambiguities or changes. Check and process accounts and claims advices. Clarify discrepancies of accounts and claims with underwriters/claim experts/cedents/brokers. Manage independently his/her own portfolio of accounts. Resolve problems following prescribed guidelines or procedures. Proactively seek advice for new issues and suggest solutions. Manage cashflow including setting up client bank accounts in the accounting system, processing outgoing/incoming payments, and following up on pending payments and open balances. Perform ICS controls (Internal Control System) according to relevant guidelines and proactively support Underwriters in the performance of these controls. Monitor client accounts/statistics by using internal reports, perform data analysis, and support stakeholders with reports and statistics. Ensure compliance with sanctions and embargoes by scanning respective lists and forwarding to Underwriter/Legal for further investigation if needed. Ensure completeness and proper filing of underwriting, accounting, and claims documentation in DMS (Document Management System). Maintain good communication with clients by attending internal and external meetings and workshops as required. Be accountable for internal and external audit purposes. Required Experience & Competencies Experience: At least 2 years of experience in the industry (re-/insurance) accounting and underwriting assistance and/or controlling. Advanced MS Office skills (focus on MS Excel, Power Query). Business Object skills beneficial. Power BI, Tableau skills beneficial. Personal Competences: Good insurance and reinsurance knowledge and eagerness to deepen expertise. Advanced analytical skills and accuracy. Advanced communication and team collaboration skills with both internal and external stakeholders and team members. Sense of reliability and responsibility. Self-motivation, flexibility, and adaptability to changes. Required Education Bachelor/completed commercial apprenticeship (ideally in re-/insurance company) or equivalent. Required Languages: English (advanced): Can actively participate in meetings and group conversations. Can lead negotiations. Writes complex business letters and reports. #J-18808-Ljbffr


Salario Nominal: A convenir

Fuente: Whatjobs_Ppc

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