Specialist - Fiduciary

Overview

Specialist – Fiduciary role in the Fiduciary team at Marsh Risk, based in Mumbai with a hybrid office requirement.

What you'll do

• Ensure seamless accounting for the assigned Fiduciary portfolio for clients/insurers or third-party commission agents.
• Handle collection and settlement of premiums and claims with clients/insurers.
• Resolve queries from clients and insurers and respond to their satisfaction.
• Deliver tasks on agreed standards for accuracy and productivity.
• Focus on debt collection for premiums/fees and claims from markets.
• Ensure adherence to organizational policies, procedures, and SOPs.
• Review the process manual and seek clarity where required.

What you'll need

• 3-6 years of experience in operations in financial services or offshore processing organizations.
• Understanding of insurance and/or financial services sectors.
• Understanding of reconciliations and accounts payable/receivable.
• Hands-on experience with Advanced Excel.
• Preferred experience handling Fiduciary processes, including reading slips, premium calculation, and account management.
• Shift timing of 9.30 am to 6.30 pm.
• Analytical ability and excellent communication skills.
• MS Office skills.

Details

• Location: Mumbai (Hiranandani).
• Work mode: Hybrid with at least three days per week in the office.