Fac Underwriting Coordinator

Swiss Re; Ciudad de México; On-site; MXN 300,000 - 420,000; Full time

Job summary

Swiss Re in Ciudad de México is seeking an Underwriting Assistant to join the Facultative LatAm Business Services team. You will support the Facultative Underwriter with data entry, submissions, data analyses, and contract handling for the P&C Latin American markets.

You will work closely with underwriting to ensure documentation is complete, accurate and compliant, while maintaining client data and generating reports for management.

Qualifications

• A four year college degree or equivalent highly preferred.
• Analytical and proactive mindset.
• Ability to adapt to changing tasks and priorities.
• Willingness to transfer knowledge to colleagues.
• Ability to work independently and within a team.
• Initiative to learn and improve processes.
• Strong customer focus and service orientation.
• Reliable and self-reliant task manager.
• Re/insurance knowledge is a plus.
• Excellent written and verbal English; Spanish preferred.

Responsibilities

• Supports Facultative Underwriter with data entry and end-to-end submission handling.
• Performs data analyses: risk modeling and pricing support for single risk.
• Manages post-bind requests and updates data in spreadsheets and pivots.
• Handles contracts management: signatures, stamping, documentation and follow-up.
• Maintains current client information in global platforms.
• Coordinates with Underwriting to maintain required documentation and reports.
• Provides Business Services with presentations and ad-hoc reports.
• Resolves accounting discrepancies and coordinates with accounting to settle overdue premiums.
• Contributes to regional teamwork across Latin America for process alignment.

Skills

Analytical thinking

Data entry

English advanced

Spanish intermediate

Attention to detail

Team player

Communication skills

Education

Four year degree

Job description

We are looking for a proactive, highly motivated and result oriented Underwriting Assistant to add to the Facultative LatAm Business Services team within Reinsurance in Mexico City.

About The Role

In this role, you will help the team providing support to Swiss Re's Fac Business Services Team, covering the P&C Business Portfolio of Latin America markets.

Your key responsibilities are:

• Provides Facultative Underwriter with support for all non-client facing activities, including accurate data entry in our systems, including:
  • End – to end Submission handling: Critical Data check, system entries and binding Submission set up, underwriting and contract support, review of certificate/slips/endorsements and sending to client.
  • Data analyses: Risk Modelling and Pricing support on Facultative Single Risk
  • Post – Bind process: Requesting missing information from client when necessary, creating / manipulating spreadsheets and pivot tables when necessary to format data
  • Contracts Management: Signature / Stamping, Comparisons, documentation & follow up. Maintain regulatory and Swiss Re Guidelines by updating/storing/tagging information to our systems. Ensure proper documentation and data quality to meet audit requirements.
  • Maintain Current Client Information by accurately entering new contacts and/or updating client contact information in global platform.
  • Coordinates with Underwriting to ensure required documentation is maintained as per local standards. Supports Facultative Underwriter with reporting needs

Provides Business Services with all relevant support within Facultative Team for all non-client facing activities including day to day administration, systems deal entry, support with contract signatures and endorsements, correspondence records management and general business support processes associated within Business Services Team.

• Provides Business Services with presentations, running reports as needed.
• Resolves Accounting Discrepancies and Overdue Accounts: contact clients and coordinate with internal accounting department to resolve overdue premiums and/or discrepancies.
• Local and regional teamwork in order to support and assure process alignment and KPI's

About The Team

The Business Services team is a service focused team that process Facultative submissions for the P&C Latin American team and provides a first point of contact for our client's administrative needs.

About You

We are looking for someone with an analytical profile, detailed driven, curious, accountable and team player. Interpersonal skills and ability to develop effective working relations in a multi-disciplinary and multi-cultural environment.

Must Have:

• A four year college degree or equivalent is highly preferred.
• Highly motivated individual who can think analytically and proactively
• Ability to cope with changes in tasks and priorities
• Ability and willingness to transfer knowledge and experience to colleagues
• Ability to complete work independently; desire to collaborate in team environment
• Demonstrates willingness and initiative to seek new knowledge and tasks, question current processes, and suggest improvements
• A strong customer focus and service orientation
• Reliable and self-reliant task manager
• Re/insurance knowledge is a plus
• Excellent written and verbal communication skills
• Advanced knowledge of English. Preferable intermediate knowledge of Spanish. You will work on a regional team (Latin America).

Excellent organizer, flexible and able to work effectively under tight deadlines

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.
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.
Swiss Re is an equal opportunity employer. It is our practice to recruit, hire and promote without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientations, marital status, military status, or any other characteristic protected by law. Decisions on employment are solely based on an individual's qualifications for the position being filled.
During the recruitment process, reasonable accommodations for disabilities are available upon request. If contacted for an interview, please inform the Recruiter/HR Professional of the accommodation needed.

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