Associate II - Transactional Services
Core
Manage assigned client portfolio by ensuring timely follow-up, accurate activity entry, and premium collection for excess of loss reinsurance.
Role type
Associate II transactional services specialist (reinsurance accounting)
Builds
Client portfolios, collections, and fund settlements
Domain
Insurance / Reinsurance / Accounting
Required skills
Excess of loss reinsurance experience, Accounting, Microsoft Office (Excel, Word, PowerPoint), SLA management, Client relationship management, Claims information handling, Fund settlement processing
Preferred skills
Insurance and claims experience
Responsibilities
Manage assigned client portfolio including timely follow-up and accurate system entry of client activity, Collaborate with other departments to support collection efforts and cash application processes, Oversee timely settlement of funds to and from clients ensuring compliance with payment warranties, Complete assigned tasks accurately in accordance with Service Level Agreements, Provide detailed client-specific accounting and claims information to support sales opportunities, Build and maintain strong relationships with Brokers, Clients, and Markets
Seniority
Mid-level, hands-on IC