Fiduciary Analyst

Marsh; Pune District; Hybrid; INR 600,000 - 900,000; Full time

Job summary

Marsh in Pune is seeking candidates for a fiduciary accounting role with a hybrid work arrangement requiring office presence at least three days a week. You will manage fiduciary portfolios, coordinate collections and settlements, and respond to client and insurer queries with accuracy and efficiency.

The role emphasizes liaison with clients and insurers, adherence to SOPs, and maintaining productivity standards while delivering high-quality accounting for fiduciary accounts.

Qualifications

• Fiduciary accounting experience preferred.
• Debt collection and settlements experience.
• Liaising with clients and insurers to resolve queries.

Responsibilities

• Ensure seamless accounting of fiduciary portfolio for clients, insurers or third-party agents.
• Handle collection and settlement of premiums and claims with accuracy.
• Maintain productivity standards and adhere to SOPs.
• Liaise with clients and insurers to resolve queries promptly.
• Support process improvements and risk controls.

Skills

Executive presence

Analytical skills

Problem solving

Attention to detail

Job description

Marsh is seeking candidates to join our Fiduciary Team based in the Pune office.

This is a hybrid role that requires working in the office at least three days a week.

• Working in this team you will ensure seamless accounting of Fiduciary portfolio assigned for either Client / Insurer or Third Party agents (Commission Agents). Accountable for collection and settlement of premiums/Claims from/to client/Insurer and ensuring resolution of queries if any
• Ensuring highest proficient handling as per Fiduciary perspective and accuracy for the accounts assigned
• Maintain minimum Productivity standard
• Liaising with clients and Insurers
• Debt collection and Outward credit due to the account holder.

We will count on you for:

• To ensure timely delivery based on the agreed standards on accuracy and productivity
• Focus on Debt collection from clients for premiums/fees and claims from markets.
• Resolution of queries raised by client and Insurers including prompt response to their satisfaction.
• Ensure adherence to policies & procedures as per organization’s standards and laid out SOPs
• Review of Process manual and seek clarity where required.

What makes you stand out?

• Executive presence that conveys composure and confidence in all situations
• Strong analytical, research and problem-solving skills, attention to details

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact on colleagues, clients and communities.

Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.