Key Responsibilities

- Process client financial data accurately as per KPIs, SLAs, and contractual requirements
- Action client instructions promptly and communicate updates effectively
- Track and chase outstanding accounts/claims; escalate issues when required
- Maintain updated workflow records with correct dates and comments
- Understand client business needs and support cash call management
- Monitor unpaid items, collections status, and escalate delays
- Coordinate with Bureau markets and Xchanging for account agreement/signing
- Ensure compliance with internal policies, regulatory standards, and documentation requirements

Support Account Managers/Client Service Advocates in managing financial transactions

- Maintain robust client relationships and ensure timely resolution of queries
- Review operational and financial reports and update relevant comments
- Additional Responsibilities for Senior Advisor




- Analyse technical claims documents/bordereaux for contractual compliance
- Independently manage complex client and reinsurer queries
- Understand placement terms, coverage, and contractual obligations
- Manage workload efficiently and meet delivery expectations
- Share knowledge proactively and collaborate with team members
- Handle financial aspects like uncorrelated cash and bureau debt proactively
- Provide accurate renewal information to Placing and Client Service teams

Interested Candidates

Please email your updated CV to [email protected]

Also fill in the details below:

Name:

Mobile Number:

Email:

Current Location:

Preferred Location:

Highest Qualification:

Years of Experience

Current Company:

Current CTC:

Expected CTC:

Notice Period:

📌 Analyst/Sr. Analyst - Client Services Account Management (Mumbai)
🏢 Gallagher
📍 Mumbai