Advisor/ Sr. Advisor

Artex Risk Solutions; Mumbai; On-site; INR 450,000 - 750,000; Full time

Job summary

Artex Risk Solutions in Mumbai, India, is seeking a detail‑oriented finance professional to service client and reinsurer ledger accounts within one geography. You will ensure balances are collected and paid in line with contractual requirements and service standards.

The role emphasizes understanding insurance finance processes, accuracy, timely reporting, and compliance with regulatory guidelines. You will collaborate with internal teams and external clients to resolve queries and maintain

Qualifications

• Graduation in Commerce is required.
• Ability to work with basic accounting concepts (debit/credit).
• Proficient in MS Office (Excel and Word).

Responsibilities

• Service client and/or reinsurer ledger accounts within one geography/region.
• Ensure balances are collected and paid according to contractual requirements or service standards.
• Authorise payments where required in line with the Payment Authorisation Manual.
• Manage workload and delivery expectations per business needs.
• Maintain compliance with internal and external regulatory guidelines.

Skills

Communication skills

Analytical thinking

MS Office

Attention to detail

Time management

Coachability

Education

Graduation in Commerce

Job description

Job Summary

To service a portfolio of Client and / or Reinsurer ledger accounts pertaining to one geography / region. Ensuring balances are collected and paid in accordance with contractual requirements or pre-defined service standards.

Responsibilities

• Where required, perform accurate authorising in accordance with the Payment Authorisation Manual
• Develop a sound understanding of the business process
• Work independently (or with the Technical Team / AM / CSA) to manage and resolve queries from Clients and Claims adjusters / Reinsurers, seeking assistance as required, ensuring escalation where necessary, and resolution with minimum delay
• Manage workload / volumes and delivery expectations as per business requirement
• Ensure adherence to compliance and operate within the guidelines of internal and external regulators.
• Ensure that all statutory and company procedures are followed while processing work to protect clients, colleagues and the business interests of the company.
• Ensure ongoing, effective relationships with stakeholders (Internal/external)
• Ensure all relevant reports (Operational and Financial) are reviewed on a timely basis and relevant comments are updated
• Works proactively with peer group and team members to share knowledge to achieve the best results for the clients / markets

Requirements

• Knowledge: Graduation in Commerce
• Background
• Working knowledge of Computers (Technological efficient)
• Relevant Insurance / Reinsurance industry experience would be beneficial
• Awareness of basic accounting fundamentals (debit/credit)
• To prioritise and organise tasks with minimum assistance from others
• Demonstrate a level of Logical Thinking
• To be coachable

Skills

• Business Communication - Written & Verbal
• Analytical skills (including but not limited to - Eye for detail, Interpretation of documents)
• Basic MS Office Skills (especially, Excel and Word)