Mi & Bdx Analyst

Zurich Cover-More; Maharashtra; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Mediclaim insurance

Group personal accident insurance

Flexible and compressed work weeks

Hybrid working options

21 annual leave days

6 sick leave days

12 public holidays

Birthday/annual leave

Job summary

Zurich Cover-More is recruiting for a finance-oriented role in Maharashtra. The candidate will reconcile client accounts, manage cash flow, and process payments to policyholders and underwriters, ensuring accuracy and SLA compliance.

The role includes preparing monthly premium bordereaux, responding to enquiries, and delivering MI dashboards. Strong Excel, MS Office skills and a proactive, team-oriented attitude are essential.

Qualifications

• Strong Excel, accounting and bookkeeping skills.
• Confident presentation to stakeholders at all levels.
• Proactive, motivated, and results-driven.
• Ability to work independently and as part of a team.
• Clear communication and strong stakeholder relationships.
• Analytical, problem-solving and critical-thinking abilities.
• Client-focused with commitment to quality.
• Attention to detail and accuracy; continuous improvement mindset.
• Integrity, accountability and professionalism; proficient in MS Office (Excel, Word, Outlook).
• Effective prioritization and ability to meet deadlines in fast-paced, regulated environments.

Responsibilities

• You’ll reconcile client bank accounts on a monthly basis to ensure accuracy and completeness.
• You’ll control cash flow within client accounts, ensuring sufficient funds are available for premium and commission payments.
• You’ll process payments to policyholders and underwriters in line with SLAs.
• You’ll prepare and distribute monthly premium bordereaux (BDX) by deadlines.
• You’ll respond to enquiries from underwriters, internal functions, and other stakeholders.
• You’ll collaborate with stakeholders to elevate float shortages and other issues.
• You’ll work with payment providers to maintain service standards.
• You’ll prepare and distribute monthly MI dashboards to support reporting requirements.
• You’ll produce ad hoc reports and analyses as required.

Skills

Excel

Accounting

Bookkeeping

Stakeholder communication

Analytical thinking

Problem solving

Attention to detail

Prioritization

Teamwork

MS Office

Tools

Microsoft Office Suite

Job description

Description: Are you ready to grow your career in our global tech hub?

Zurich Cover-More Group helps people travel safely across the globe every day. We are there at every step of a traveller’s journey, to keep them safe and help them out if something goes wrong. We are committed to providing reliable, fast, flexible and bespoke services for our customers as well as the many well-known brands we partner with, such as travel agencies, airlines, banks and major sporting clubs!

In the post-pandemic world, travel insurance is more important than ever. We are committed to delivering an exceptional service for our customers and we want you to be part of that journey.

So, what’s the job?

You’ll reconcile client bank accounts on a monthly basis to ensure accuracy and completeness.

You’ll control cash flow within client accounts, ensuring sufficient funds are available at all times for premium and commission payments.

You’ll process payments to policyholders and underwriters in line with agreed service level agreements (SLAs).

You’ll prepare and distribute monthly premium bordereaux (BDX) in accordance with reporting deadlines.

You’ll respond to enquiries from underwriters, internal functions, and other business stakeholders in a timely and professional manner.

You’ll collaborate with stakeholders to elevate float shortages and other issues as required.

You’ll work closely with payment providers to ensure agreed service standards are maintained.

You’ll prepare and distribute monthly Management Information (MI) dashboards to support business reporting requirements.

You’ll produce ad hoc reports and analyses as required by the business.

And what are we looking for?

You’ll demonstrate strong Excel, accounting, and bookkeeping skills.

You’ll present confidently to stakeholders at all business levels.

You’ll be proactive, motivated, and results-driven.

You’ll work effectively both independently and within a team.

You’ll communicate clearly and build strong stakeholder relationships.

You’ll apply strong analytical, problem-solving, and critical-thinking skills.

You’ll maintain a client-focused approach and commitment to quality.

You’ll drive continuous improvement with high attention to detail and accuracy.

You’ll demonstrate integrity, accountability, and professionalism.

You’ll use Microsoft Office applications proficiently, including Excel, Word, and Outlook.

You’ll manage priorities effectively and consistently meet deadlines.

You’ll thrive in fast-paced, high-volume, and highly regulated environments.

So, why choose us?

We value optimism, caring, togetherness, reliability and determination.

We have more than 2600 employees worldwide: we’re a global group of digital natives, actuaries, marketers, doctors, nurses, case managers, claims specialists, finance experts and customer service professionals. We share a global mission to look after travellers, at every step of their journey.

Job flexibility. We understand the importance of making sure that work fits into your life, not the other way around. Our hybrid work week policy ensures our employees maintain work-life balance with the flexibility of 3 days in the office and 2 days working from home.

Career growth. We want you to continue to learn, develop and bring your ideas to the table. We want to hear what you think, and we want you to work with the business - not for the business!

Diversity and inclusion. We respect who you are and thoroughly embrace diversity. So whatever walk of life you wander, just be you and come as you are.

Take the time you need, for you and your community. We encourage you to take the time you need, when you need it. We offer regular annual and personal leave benefits along with anniversary leave, covid leave (to get vaccinated and for when you’re sick), volunteer leave and a comprehensive paid parental leave scheme.

We also offer some other perks including:

• Mediclaim insurance cover in case of any health emergency
• Coverage under group personal accident insurance
• Flexible and compressed work weeks and hybrid working options.
• Generous range of paid leave - 21 annual leave days, 6 sick leave days, 12 public holidays
• An extra day off for you to take on your birthday or your annual work anniversary.