Insurance_Credit Controller_Senior Associate

7001 GENPACT PORTUGAL, SOCIEDADE UNIPESSOAL LDA; Lisboa; Hybride; EUR 38 000 - 52 000; Plein temps

Résumé du poste

Genpact invites applications for the role of Insurance Credit Controller Senior Associate. The role focuses on accurate data entry, cash receipts processing, collections, and reconciliations within a hybrid Portugal work setup.

Ideal candidates have finance-related degrees, at least one year in credit control, and strong Excel/Outlook skills, with English proficiency at advanced level (C1).

Qualifications

• Graduate or possess a professional qualification in a finance-related discipline.
• Minimum one year of experience in credit control.
• Skilled in complex data analysis for strategic decision-making.
• Strong writing and editing abilities with attention to detail under pressure.
• Patient and respectful in client interactions while maintaining professionalism in debt recovery.
• Proficient in Excel and Outlook.

Responsabilités

• Enter data accurately and efficiently, ensuring quality checks on cash receipts, support data cleansing and mass change processing projects.
• Handle premium collections, check deposits, direct debits, commission payments, discounts, and overpayments.
• Reconcile client and broker account differences, disburse cash, recover overdue debts, and manage brokers and partners based on contract nature or intermediaries.
• Deliver exceptional service standards and key performance indicators (KPIs).
• Liaise with internal and external parties to resolve queries within deadlines.
• Distribute monthly statements of overdue accounts to clients and resolve questions promptly.
• Input regulations into the computer system, manage unpaid items, oversee procedures, and clear outstanding financial movements.
• Analyze aging reports and allocated portfolios.
• Maintain and develop technical knowledge and expertise, contributing to best practices and procedural support.
• Provide support, mentoring, and guidance as needed.
• Participate in continuous improvement initiatives.

Connaissances

Data entry

Cash receipts

Data cleansing

Mass change processing

Premium collections

Deposits

Direct debits

Commission payments

Discounts

Overpayments

Account reconciliation

Cash disbursement

Debt recovery

KPIs

Regulatory input

Aged AR analysis

Portfolio analysis

Mentoring

Continuous improvement

Excel

Outlook

English proficiency

Formation

Bachelors - Actuarial Science

Bachelors - Economics

Bachelors - Finance

Bachelors - Risk Management and Insurance

Masters - Statistics

Outils

Excel

Outlook

Description du poste

Sr. Associate - Insurance Broker Ready to turn bold ideas into real-world impact? At Genpact, we don’t just adapt to change, we lead it. AI and digital innovation are transforming the way businesses work, and we’re at the forefront of it. Genpact’s AI Gigafactory, our industry-first accelerator, exemplifies how we scale advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. Whether tackling complex challenges through large-scale models or agentic AI, our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what’s possible, this is your moment. Genpact (NYSE: G) is an agentic and advanced technology solutions company. We leverage process intelligence and artificial intelligence to deliver measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active learning mindset and client centricity at its core, we deliver lasting value for the world’s leading enterprises. Get to know us at genpact.com and on LinkedIn, YouTube, X, and Facebook.

Job Description Inviting applications for the role of Insurance_Credit Controller_Senior Associate Responsibilities

• Enter data accurately and efficiently, ensuring quality checks on cash receipts, support data cleansing and mass change processing projects.
• Handle premium collections, check deposits, direct debits, commission payments, discounts, and overpayments.
• Reconcile client and broker account differences, disburse cash, recover overdue debts, and manage brokers and partners based on contract nature or intermediaries.
• Deliver exceptional service standards and key performance indicators (KPIs).
• Liaise with internal and external parties to resolve queries within deadlines.
• Distribute monthly statements of overdue accounts to clients and resolve questions promptly.
• Input regulations into the computer system, manage unpaid items, oversee procedures, and clear outstanding financial movements.
• Analyze aging reports and allocated portfolios.
• Maintain and develop technical knowledge and expertise, contributing to best practices and procedural support.
• Provide support, mentoring, and guidance as needed.
• Participate in continuous improvement initiatives.

Qualifications

Graduate or possess a professional qualification in a finance-related discipline. Minimum one year of experience in credit control. Skilled in complex data analysis for strategic decision-making. Positive attitude, results-driven, with energy and determination to succeed in a fast-paced environment where response pace and quality are critical. Strong writing and editing abilities with attention to detail under pressure. Patient and respectful in client interactions while maintaining professionalism in debt recovery. Proficient in Excel and Outlook.

• Bachelors - Actuarial Science
• Bachelors - Economics
• Bachelors - Finance
• Bachelors - Risk Management and Insurance
• Masters - Statistics

• Associate in Claims (AIC) - The Institutes (USA)The Institutes (USA)
• Certified Compliance Officer (CCO) - VskillsVskills
• Certified Fraud Examiner (CFE) - ACFEACFE
• Chartered Property Casualty Underwriter (CPCU) - Insurance Institute of America (IIA)Insurance Institute of America (IIA)

• Fraud Management
• Insurance
• Property & Casualty Insurance
• Quality Management

Language English (Required) Language Proficiency - Advanced - C1

Additional Job Location - Job Type Fixed Term (Fixed Term) Job End Date 2027-10-01 Master Skill List - Insurance Broker Remote Type - Hybrid Work Shift - Standard (Portugal)

Why join Genpact?

• Lead AI-powered transformation - Drive innovation and solve real-world business challenges that matter
• Make an impact - Help global enterprises solve business challenges that matter
• Accelerate your career - Gain hands-on experience, mentorship, and world-class learning opportunities to stay ahead
• Work with the best - Join 140,000+ bold thinkers and problem-solvers who push boundaries every day
• Thrive in a values-driven culture - Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress

Come join the 140,000+ coders, tech shapers, and growth makers at Genpact and take your career in the only direction that matters: Up. Let’s build tomorrow together.

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws.

Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.

We're an agentic and advanced technology solutions company that runs mission-critical operations for the world's leading companies, while building and deploying the agentic products and technology that power those operations.