Sr. Associate - Insurance Broker 5B

7001 GENPACT PORTUGAL, SOCIEDADE UNIPESSOAL LDA; Lisboa; Hybrid; EUR 42,000 - 62,000; Full time

Job summary

Genpact is seeking a Sr. Associate in Insurance Brokerage to manage data, premium collections, and account reconciliations within a hybrid Portugal-based role. The candidate will drive timely debt recovery, maintain client and broker relationships, and ensure accuracy of financial records.

The ideal candidate has finance-related qualifications, strong communication, and proficiency in Excel and Outlook, with a focus on delivering quality service in a fast-paced environment.

Qualifications

• Graduate or possess a professional qualification in finance-related disciplines like credit control, finance, or administrative functions.
• Strong interpersonal skills and enjoy teamwork.
• 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 skills with attention to detail; able to produce high-quality work under pressure and prioritize workload to meet tight deadlines.
• Patient and respectful towards clients while being professionally firm in debt recovery.

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 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.

Skills

Fraud Management

Insurance

Property & Casualty Insurance

Quality Management

Spanish

C1 English

Education

Actuarial Science (Bachelors)

Economics (Bachelors)

Finance (Bachelors)

Risk Management and Insurance (Bachelors)

Statistics (Masters)

Tools

Excel

Outlook

Job description

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 finance-related disciplines like credit control, finance, or administrative functions. Strong interpersonal skills and enjoy teamwork. 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 skills with attention to detail; able to produce high-quality work under pressure and prioritize workload to meet tight deadlines. Patient and respectful towards clients while being professionally firm in debt recovery. Proficient in Excel and Outlook.

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

Certifications 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)

Required Skills

• Fraud Management
• Insurance
• Property & Casualty Insurance
• Quality Management
• Language Spanish (Required)
• Spanish (Required)
• Language Proficiency - Advanced - C1

Job Details

• Additional Job Location - Job Type Fixed Term (Fixed Term)
• Job End Date 2027-10-15
• 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. Our teams bring deep expertise to shape what AI can do and change how businesses actually run. Join us to build the career you want — and be on it because you'll be in it. At Genpact, your expertise grows because you're inside the work. Whether you build AI systems or bring deep knowledge of how businesses run, you'll work on real challenges that change how the world's leading companies operate. There's a lot to learn here, and room to grow.