SwiftRe Operations Analyst III - Swiss Re - Bangalore, India

CFA Society India; Bengaluru; Hybrid; INR 1,400,000 - 1,900,000; Full time

Job summary

Swiss Re is seeking a Client Accounts Analyst to own a portfolio of global insurance clients using the SwiftRe platform, driving operational excellence and delivering a seamless experience that makes doing business with Swiss Re easy.

Based in Bengaluru with a hybrid model, you will coordinate statements, cash flow, data quality, and cross-functional collaboration with underwriting and finance teams to optimize portfolio performance.

Qualifications

• Academic foundation in Finance or Accounting: Bachelor's or Master's with 4–5 years' experience.
• Advanced data and analytical skills: Proficient in Excel and Power BI.
• Solid understanding of reinsurance, accounting, and finance principles.

Responsibilities

• Manage a diverse client portfolio focused on US and Canada.
• Drive end-to-end portfolio management from cash flow to issue escalation.
• Ensure data quality and timely uploads with clients.
• Support client administration and statements processing.
• Coordinate technical and financial accounting across global teams.
• Deliver client training on SwiftRe accounting and payment processes.
• Collaborate with underwriting and cross-functional teams.
• Champion continuous improvement with process enhancements.
• Participate in UAT and contribute user summaries.
• Monitor KPIs and steer portfolio performance.

Skills

Advanced Excel

Power BI

Data analysis

Education

Bachelor's or Master's in Finance/Accounting

Tools

SQL

Job description

Location: Bangalore, KA, IN

About the Role

SwiftRe is Swiss Re's cutting-edge, web-based platform that brings speed, simplicity, and transparency to risk placement, claims, and accounting for mid-market and facultative business. As a Client Accounts Analyst, you'll own a portfolio of global insurance clients, drive operational excellence, and play a pivotal role in delivering a seamless, high-quality experience that makes doing business with Swiss Re genuinely easy. This is a role where analytical rigour meets client relationship management - and where your contributions directly shape business outcomes.

Key Responsibilities

• Manage a diverse client portfolio comprising Single Fac risks via the SwiftRe Platform and Fac Facilities via the Fac Portal, with a primary focus on US and Canada markets
• Drive end-to-end portfolio management - from monitoring outstanding statements and managing overall cash flow to escalating issues and delivering business-sensitive operational results with an unwavering focus on Ease of Doing Business
• Ensure data quality and timeliness by working with clients to submit accurate insurance data per contractual agreements, followed by thorough analysis and system uploads
• Support client administration on an exceptional basis, including processing statements on behalf of clients within the SwiftRe portal
• Coordinate technical and financial accounting matters with diverse market accounting teams across multiple Swiss Re units and regions globally
• Deliver client training on a regular basis to keep clients up to date on SwiftRe's accounting and payment processes, empowering them to operate independently and efficiently
• Collaborate cross-functionally with internal Underwriting and cross-functional teams through email, phone, and in-person interactions to resolve issues and align on operational priorities
• Champion continuous improvement by identifying simplification opportunities, supporting process enhancements and system developments, and collaborating with Business Expert Networks for sustainable implementation
• Participate in User Acceptance Testing (UAT) and contribute user summary reports as required, helping shape the evolution of the SwiftRe platform
• Monitor and steer KPIs with a keen operational focus, using post-bind experience and data insights to optimise portfolio performance

About the Team

Our team is a close-knit group of 11-12 niche Operations Experts who are fully responsible for the back-office and select front-end processes of the SwiftRe suite landscape. We're a team on the move - expanding our scope onto newer solutions and growing in both volume and complexity in line with Swiss Re's strategic direction. While your primary focus will be the US and Canada markets, you'll also contribute to other markets as business needs arise, making full use of our global team structure. We maintain strong, daily connections with other Business Management teams and collaborate regularly with peers and experts across global locations to deliver the best service and greatest value to our clients.

About You

You bring a sharp analytical mind, a client-first mindset, and the collaborative spirit needed to thrive in a fast‑paced, multicultural environment. You're someone who takes ownership, embraces accountability, and isn't afraid to challenge the status quo to drive better outcomes. You communicate with clarity and confidence - whether you're training a client, aligning with an underwriting team, or presenting data insights to stakeholders across time zones.

We are looking for candidates who meet these requirements

• Academic foundation in Finance or Accounting: Minimum Bachelor's or Master's degree in Finance, Accounting, or a related field, combined with at least 4-5 years of relevant professional experience demonstrating outstanding performance
• Advanced data and analytical skills: Demonstrated proficiency in Advanced Excel and Microsoft Power BI, with proven experience in data handling and portfolio steering in previous roles
• Strong understanding of reinsurance, accounting, and finance principles: Solid grasp of reinsurance concepts and financial accounting fundamentals, with the ability to coordinate on technical and financial matters across diverse teams

These are additional nice to haves

• SQL skills for data querying and deeper analytical capability
• Experience with digital applications, automation, and big data solutions, reflecting an affinity for technology-driven environments
• Proficiency in additional European or Asian languages, which would be a valuable asset given the global nature of the client portfolio
• Insurance or Finance-related certifications (e.g., ACII, CFA, or equivalent) that demonstrate continued professional development
• Experience working in virtual, cross-functional, and multicultural team environments, with the ability to manage multiple stakeholders across geographies
• Agility and a growth mindset - comfort with ambiguity, a collaborative approach, and the ability to balance multiple priorities with a strong sense of responsibility and commitment

Our company has a hybrid work model where the expectation is that you will be in the office at least three days per week.

About Swiss Re

Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. We cover both Property & Casualty and Life & Health. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 15,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace 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.

If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.

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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