Trainee Advisor Jobs in Mumbai - Exploro Solutions

Processing of Client figures into our system in line with specified key performance indicators and contractual conditions

  Acknowledge and action client’s instructions in a timely manner and communicate pertinent information as necessary

  Where applicable, ensure prompt chasing of accounts/claims due from clients or notify Account Manager (AM) / Client Service Advocate (CSA) to do the same

  Ensure the workflow system is kept up to date with correct dates and appropriate comments

  Understand the client’s business and their requirements (operational and other)

  Receive and manage assigned clients cash calls instructions in a timely fashion to agree with the market

  Is aware of unpaid items and status of collection for regular update and discussion with Clients and ensures problems are escalated to management

  Engage with Bureau markets for agreement and Xchanging offices for agreement/signing of accounts

  Adheres to standard internal processes, policies and procedures, and other external regulatory

requirements

  Compliance with legal requirements, industry regulations, organizational policies and Willis Re best practice and professional codes

  Ensure internally, client, and market correspondence is stored on E-filing and necessary documents attached to the processing system

  Support Account and Settlement associates to ensure that all financial aspects are handled in a timely manner for the secure, efficient, and auditable handling of client monies

  Liaise with AM / CSA on a regular basis to understand and determine Client specific needs

  Deliver as per the KPIs defined for the role. To always maintain set SLA Accuracy/quality, TAT standards prescribed by the Business Unit