Incoming Case Coordinator (Hybrid)

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 Operations located in various regions and markets, as well as with external stakeholders such as clients and brokers to deliver seamless service to our global 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 Operations Team in ensuring timely task assignments, payment triaging, and premium bookings.

About the Team 

• Within Credit and Surety Operations, the International Surety Desk team manages the indirect issuance of bonds and guarantees through internal or external fronting and works closely with the Surety Underwriting team structuring complex cross border transactions, providing strategic advice and expertise consultation.
• It comprises specialized and dedicated professionals located in New York, Mexico, London, Frankfurt, Madrid and Kuala Lumpur focused on global initiatives, as well as on fulfilling team responsibilities locally in Nort America, EMEA, LATAM and APAC.

About You

Essential

• Completed commercial education preferably banking specialist or bachelor studies in economics or international trade or job experience equivalent to the related fields.
• First experience in Trade Finance or in the bank area.
• Previous experience in a client-facing role preferably in a finance environment.
• Proficiency in English and German language, reading, written, and verbal.
• Demonstrate good computer skills and experience with Microsoft Office especially Excel.

• Experience with trade finance transaction processing or credit insurance products or similar role involving task management.
• Experience in payment allocation and reconciliation.
• Additional languages specially French and Italian.
• Familiarity with task management tools.

For Spain, the base salary range for this position is between EUR 26,000 and EUR 44,000 (for a full-time role). The specific salary offered considers: ​

• the requirements, scope, complexity and responsibilities of the role,​

• the applicant's own profile including education/qualifications, expertise, specialisation, skills and experience.​

In addition to your base salary, Swiss Re offers an attractive performance-based variable compensation component, designed to recognise your achievements. Further you will enjoy a variety of global and location specific benefits.​

Eligibility may vary depending on the terms of Swiss Re policies and your employment contract.