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 manage the related cash flow. You will also support the underwriters in administrative activities related to the underwriting process.
1. Responsible for entries (treaties and/or facultative) in the Accounting and Underwriting system/platforms and all further modifications
2. Enter T&C (Terms and Conditions) into the accounting system with accuracy.
3. Check contractual T&C (Terms and Conditions), submit them to Underwriters for signature and draw their attention in case of ambiguities or changes,
4. Check and process of accounts and claims advices,
5. Clarify discrepancies of accounts and claims with underwriters/ claim experts/ cedents/brokers
6. Manage independently his/her own portfolio of accounts
7. Resolve problems following prescribed guidelines or procedures
8. Proactively seeks advice for new issues and suggest solutions
9. Manage cashflow including setting-up of client bank accounts in the accounting system, processing of outgoing/incoming payments and follow up on pending payments and open balances,
The Successful Candide will have at least 2-3 years industry (re-/insurance) accounting and underwriting assistance and/or controlling experience
10. Advanced MS Office skills (focus on MS Excel, Power Query)
11. Business Object skills beneficial
12. Power Bi, Tableau, skills beneficial
Please get in touch for a more detailed job specification and confidential chat.