Specialist - Fiduciary

AI in this role

Company:

Marsh Risk

Description:

We are seeking a talented individual to join our Fiduciary team at Marsh. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office

Specialist – Fiduciary

We’re seeking for an individual who is ready to work with complex & diverse insurance work. The role is responsible for ensuring seamless accounting of Fiduciary portfolio assigned for either Client / Insurer or Third-Party agents (Commission Agents). Accountable for collection and settlement of premiums/Claims from/to client/Insurer and ensuring resolution of queries if any.

We will count on you to:
•To ensure timely delivery based on the agreed standards on accuracy and productivity
•Focus on Debt collection from clients for premiums/fees and claims from markets.
•Resolution of queries raised by client and Insurers including prompt response to their satisfaction.
•Ensure adherence to policies & procedures as per organization’s standards and laid out SOPs
•Review of Process manual and seek clarity where required.

What you need to have:
•3-6 years of experience in operations in financial services or offshore processing organizations
•Understanding of insurance and/or financial services sectors
•Understanding on Reconciliations, Accounts Payable/Receivable
•Hands on experience on Advanced Excel
•Preferred experienced handlers in Fiduciary process including the ability to read slips, premium calculation, Account management, etc)
•Shift Timing – 9.30 am to 6.30 pm

What makes you stand out?
•Qualification or certification in insurance ACII or FIII or CPCU (or other equivalent qualification in other geographies) would be a clear added advantage.
•Analytical ability
•Excellent Communication skills
•MS Office skills

Why join our team:
•We help you be your best through professional development opportunities, interesting work and supportive leaders.
•We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
•Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

How we rate this

Specialist - Fiduciary at Marsh McLennan rates 36 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.