Incoming Case Coordinator (Hybrid)

Swiss Re; Madrid; Presencial; EUR 27.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Global benefits

Location-specific benefits

Performance-based bonus

Descripción de la vacante

Swiss Re Corporate Solutions in Madrid is seeking an Incoming Case Coordinator to deliver outstanding client service and coordinate complex tasks in an international environment. You will be the first contact for incoming requests, triage inquiries, and route tasks to relevant teams to ensure timely execution.

You will review and allocate client payments, assist with statement inquiries, and support premium booking processes.

Formación

• Commercial education or banking specialization or economics/ international trade degree.
• Experience in Trade Finance or banking area.
• Client-facing experience in a finance environment.
• Fluent in English and German (written and spoken).
• Strong MS Excel skills.
• Excellent organizational and prioritization abilities.
• Detail-oriented and proactive mindset.

Responsabilidades

• Serve as central coordination point for client and broker requests.
• Review emails and documents, assess requirements, distinguish transactions vs inquiries.
• Assign and route tasks to Operations teams for efficient processing.
• Process and allocate client payments; support reconciliation activities.
• Investigate and resolve payment discrepancies or escalated issues.
• Support clients with account statements and payment inquiries.
• Support issuance and administration of bonds and guarantees for the DACH region.
• Collaborate with Operations teams across markets for smooth coordination.
• Build relationships with clients, brokers, and business partners.

Conocimientos

Communication skills

English proficiency

German proficiency

Organizational skills

Microsoft Excel

Attention to detail

Problem solving

Time management

Educación

Commercial education or banking specialization

Bachelor in economics or international trade

Herramientas

Microsoft Office

Task/workflow management systems

Descripción del empleo

Are you passionate about client service, transaction administration, and working in an international environment? Do you enjoy coordinating complex tasks, interacting with clients, and ensuring seamless operational processes? If so, this could be the perfect opportunity for you.

About The Role

As an Incoming Case Coordinator, you will play a key role in delivering an outstanding experience to our global corporate clients and brokers. Acting as the first point of contact for incoming requests, you will ensure efficient task coordination, accurate triaging of client inquiries, and smooth payment processing activities.

You will be responsible for reviewing and assessing client requests, identifying the appropriate course of action, and routing tasks to the relevant teams to ensure timely and accurate execution. In addition, you will support payment allocation, account statement inquiries, and premium booking processes, contributing directly to operational excellence and client satisfaction.

Your Key Responsibilities Will Include

• Serve as a central coordination point for incoming client and broker requests, ensuring timely handling and clear communication.
• Review incoming emails and documentation, assess requirements, and distinguish between new transactions, amendments, and general inquiries.
• Assign and route tasks to the appropriate Operations teams to ensure efficient processing and excellent service delivery.
• Accurately process and allocate client payments in line with business requirements and support payment reconciliation activities.
• Investigate and resolve payment discrepancies or escalade issues where required.
• Support clients with account statements and payment‑related inquiries while maintaining a high standard of responsiveness and professionalism.
• Support the issuance and administration of bonds and guarantees for the DACH region.
• Collaborate closely with Operations teams across multiple markets and locations to ensure smooth task coordination and service delivery.
• Build strong relationships with internal and external stakeholders, including clients, brokers, and business partners.

About The Team

The Surety Europe Operations team is responsible for the local issuance of bonds and guarantees across Europe, ensuring efficient and accurate execution of surety transactions. The Surety Europe Team is a growing and dynamic international team closely collaborating with Surety business unit. Driven by strong customer orientation and service excellence, we support profitable business growth while maintaining high levels of client satisfaction.

Our team operates across several European locations, including Germany and Spain, offering a multicultural and collaborative work environment.

Essential About You

• 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.
• Strong communication skills in both English and German (written and spoken).
• Demonstrate good computer skills and experience with Microsoft Office especially Excel.
• Strong organizational skills with the ability to prioritize and coordinate multiple tasks.
• High attention to detail and a proactive, solution-oriented mindset.

Nice to Have

• Experience with trade finance transaction processing or credit insurance products or similar role involving task management.
• Experience in payment allocation and reconciliation.
• Additional language skills, particularly French or Italian.
• Familiarity with workflow or task management systems.
• Experience working within an international and cross-functional environment.

Role

For Spain the annual base salary range for this position is between EUR 27 000 and EUR 45 000 (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.

About Swiss Re Corporate Solutions

Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrophes and climate change to cybercrime.

Swiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. We offer innovative insurance solutions to large and midsized multinational corporations from our approximately 50 locations worldwide. We help clients mitigate their risk exposure, whilst our industry-leading claims service provides them with additional peace of mind.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. Swiss Re Corporate Solutions embraces a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.

We may use AI-powered tools to support the review and evaluation of applications for this position. These tools provide additional insights to our recruitment teams, but all hiring decisions are carefully reviewed and made by people. To learn more about how we use AI in recruitment and how we handle your personal data, please review our Data Privacy Statement before applying.

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Keywords

Reference Code: 138919