Location: 

Mexico City, DIF, MX

 

Associate Business Services I 

About Swiss Re

The Swiss Re Group is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. It anticipates and manages risk – from natural catastrophes to climate change, from ageing populations to cybercrime. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients. Headquartered in Zurich, Switzerland, where it was founded in 1863, the Swiss Re Group operates through a network of around 80 offices globally. It is organised into three Business Units, each with a distinct strategy and set of objectives contributing to the Group’s overall mission.

 

About the team:

The Technical Assistant is responsible for providing support to Swiss Re's UW Team, covering the Property, Casualty and Engineering business portfolio of Latin America markets. You would want to collaborate within a team environment and actively transfer knowledge, coordinate and act accordingly to regional strategic initiatives and priorities. You will ensure that client market supporting activities are performed accurately, efficiently and according to relevant timelines. The role will report to the Business Services Team Leader responsible for this team in Mexico.

(Management retains the discretion to add or change the duties of the position at any time)

About the role:

  • Provides Underwriters with support for all non-client facing activities, including data entry in our underwriting tools: submission and renewal set up, underwriting and contract support, preparing slips, endorsements and sending to client. Rating tool set up, including requesting missing information from client when necessary, utilizing internet search when necessary for further risk details, creating/ manipulating spreadsheets and pivot tables when necessary to format data.
  • Maintain current client information by accurately entering new contacts and/ or updating client contact information in global platform as well as local excel database. Also, support home office with current contact information requests regarding the annual NPS survey.
  • Coordinate with Underwriting to ensure required documentation is maintained as per local requirements and stored and accounted for in relevant tools in accordance to compliance deadlines.
  • Support Facultative Underwriting with reporting needs. Run renewal reports or any other requested reports from tools and maintain account renewal status when requested.
  • Resolves accounting discrepancies and overdue accounts: contact clients and coordinate with internal accounting department to resolve overdue premiums and/ or discrepancies. Participate in bi-weekly accounting meetings.
  • Audit Compliance – ensure proper documentation and data quality to meet audit requirements.

 

About you:

  • A four year college degree or equivalent; higher education such as an MBA is valued
  • Re/insurance knowledge and experience;
  • Highly motivated individual who can think analytically and dedicatedly
  • Work together with clients, internal and external, listen to their needs and look at challenges from their viewpoint
  • Excellent organizer, flexible and able to work effectively under tight deadlines
  • A strong customer focus and service orientation
  • Reliable and self-reliant task manager
  • Own problems and the accountability for solving them; ability to cope with changes in tasks and priorities
  • Evidence an openness to new ideas and solutions, whether from inside or outside; ability and willingness to transfer knowledge and experience to colleagues
  • Dedicatedly offer assistance to others, seek opportunities to “pitch in” and help colleagues
  • Demonstrates willingness and initiative to seek new knowledge and tasks, question current processes, and suggest improvements
  • Excellent Excel and PowerPoint skills
  • Excellent written and verbal communication skills

 

 

 

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