Surety Finance Operations Analyst (Junior Credit Controller) | Mexico City

Swiss Re; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Swiss Re is looking for a team-oriented professional in Credit & Surety Operations to enhance client satisfaction and support the International Surety transformation project. Ideal candidates should have a passion for customer service, proficiency in English and Spanish, and the ability to handle multiple tasks efficiently while adapting to changes.

Formación

• Experience in insurance industry preferred.
• Ability to learn different aspects of International Surety.
• Self-starter with effective workload management.

Responsabilidades

• Meet or exceed client expectations in collaboration.
• Respond to customer inquiries effectively.
• Work with limited supervision, managing priorities.

Conocimientos

Analytical skills

Customer Service

Multitasking

Proficiency in English

Proficiency in Spanish

Educación

College degree preferred

Herramientas

Microsoft Excel

Descripción del empleo

About the Team
Credit & Surety Operations is an emerging team transforming into a trusted partner, closely collaborating with the global Surety business teams. We strive for high customer satisfaction and help the business achieve its profitable growth aspirations. Our team is spread across many locations in Europe, Asia Pacific, as well as North and Latin America. As part of the International Surety transformation project, we are implementing a new International Surety Model with new roles and responsibilities, standardizing and improving processes. We are also extending our international surety partner network.

About You
You understand the importance of clients, their needs, and work with them to meet or exceed their expectations. You take personal ownership of your day-to-day responsibilities, do not need close supervision, and can set the right priorities in the context of the business. You are a true team player, passionate about sharing your expertise and helping others grow. Building and maintaining effective working relationships internally, externally, and with peers is easy for you.

Education

· College degree preferred, Business Major not mandatory.

Experience

· Work experience in related position will be preferred but not required

· Insurance industry experience, premium receivable handling preferred

· Experience in cash application, discrepancy resolution, or both preferred

· Ability to work as a team player

· Willingness to learn different aspects of International Surety business

· Ability to multitask and prioritize competing customer requests, adapting to changes implementing accordingly

· Customer Service focused with the ability to interact with customers to resolve questions quickly and satisfactorily

· Consistent track record of being a self starter and working with limited guidance, ability to manage own workload effectively.

· Results oriented working style, with strong focus on performance, targets and risk management.

Linguistics

• Proficiency in English, Spanish is required. Portuguese is a plus.
• Additional languages of relevant markets (especially French, German) are a plus.

Technical Competencies

• Proficiency with Microsoft Office is a must, specially in Excell. SWIFT messages for documentary business are a plus.
• · Strong Analytical skills (Flair for figures). Competency in intermediate level math, administrative and clerical procedures, general economic and accounting principles, and customer service processes.
• Excellent reading comprehension, verbal, and written skills.
• Occasional travel may be required for meetings, seminars, and training.

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. 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 14,000 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.

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