TA Specialist (Bengaluru)

TA Specialist (Bengaluru)

15 Oct
|
Swiss Re
|
Bengaluru

15 Oct

Swiss Re

Bengaluru

Job highlights

- Graduate / Postgraduate in Commerce,Accounting,Insurance,or a related field. Strong understanding of insurance products and the insurance / reinsurance value chain. 5-7 years of experience in banking,insurance,or financial services.
- Combining experience with creative thinking and cutting-edge expertise,we create new opportunities and solutions for our clients

About Role In line with our continued focus on strengthening L&H; CORE Operations, this role presents an exciting opportunity to contribute to the efficient execution of operations within the L&H; business The role holder will be responsible for managing end-to-end transactions for assigned portfolios, ensuring timely and high-quality deliverables through a solid understanding of reinsurance accounting principles A key responsibility includes reconciling client payments (e-g , premiums) and disbursements (e-g

, claims) against expected values

Key Responsibilities The jobholder is accountable for effectively handling transactions for the allocated portfolios/end to end processing and ensuring targets are met with quality output within defined turnaround times through adequate understanding of reinsurance accounting principles

Improvising & upskilling while working within a set framework of policies and processes is key to the role

Operations

Data Handling & Visualization:

Experience working with large datasets (10 lakh+ rows in Excel)

Strong attention to detail with the ability to identify anomalies against contractual terms

Claims Validation

Interpret treaty terms to ensure accurate claims processing in line with contractual obligations

Premium Rate Validation

Validate premium rates to confirm accurate client billing





Reconcile client-reported figures with Swiss Re contractual data

Cash Handling & Reconciliation:

Analyze unallocated cash balances and accruals

Perform booking movement analysis against expected figures

Proactively follow up with clients on outstanding payments and account discrepancies

Insurance/Reinsurance Knowledge

Familiarity with insurance and reinsurance concepts and terminology

Interest in market trends, new product developments, and global regulatory updates

People

Collaborate effectively with team members and contribute to market-specific activities

Deliver results within matrixed teams and support broader functional goals

Demonstrate ownership and accountability in meeting stakeholder expectations and ensuring operational integrity

Cross Functional Team (XFT) Coordination

Build strong communication channels with cross-functional teams to enhance client relationships

Proactively identify and resolve issues in collaboration with XFT

Ensure efficient coordination of business processes and portfolio management with XFT support

About You

Graduate/Postgraduate in Commerce, Accounting, Insurance, or a related field

Strong understanding of insurance products and the insurance/reinsurance value chain

5-7 years of experience in banking, insurance, or financial services

Excellent analytical skills and numerical aptitude





Proficiency in Data with workable skills in MS Excel (including advanced functions), SAS, and SQL

Strong interpersonal and communication skills (both written and verbal)

Ability to challenge the status quo and manage multiple stakeholders in a virtual, multicultural environment

Self-motivated team player with a solid sense of accountability, responsibility, and commitment

About Swiss Re

Swiss Re is one of the worlds 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

We cover both Property & Casualty and Life & Health

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

Keywords

Reference Code: 135129

📌 TA Specialist (Bengaluru)
🏢 Swiss Re
📍 Bengaluru

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