Insurance Portfolio Manager

il y a 2 jours


Paris, Île-de-France SCOR Temps plein
Portfolio Manager Operations

The Portfolio Manager Operations plays a critical role in overseeing the administration of insurance and/or reinsurance accounts and contracts. This includes establishing and maintaining contractual data, processing insurance and/or reinsurance account bookings, claims handling, and managing related cash flow.

Key Responsibilities
  • Responsible for accurate entries (treaties and/or facultative) in the Accounting and Underwriting system/platforms and all further modifications.
  • Enter T&C (Terms and Conditions) into the accounting system with precision.
  • Verify contractual T&C (Terms and Conditions), submit them to Underwriters for signature, and draw their attention in case of ambiguities or changes.
  • Process accounts and claims advices, and clarify discrepancies with underwriters/claim experts/cedents/brokers.
  • Manage independently their own portfolio with medium to complex accounts and solve complex problems or problems where precedent may not exist.
  • Provide guidance as a coach/mentor to juniors.
  • Foster knowledge sharing with other colleagues to reach solutions.
  • Manage cash flow, including setting up client bank accounts in the accounting system, processing outgoing/incoming payments, and following up on pending payments and open balances.
  • Perform ICS controls (Internal Control System) according to relevant guidelines and proactively support Underwriters in the performance of these controls.
  • Monitor client accounts/statistics by using internal reports, perform data analysis, and support Stakeholders with reports and statistics.
  • Ensure compliance with sanctions and embargos by scanning respective lists and forward to Underwriter/Legal for further investigation if needed.
  • Ensure completeness and proper filing of underwriting, accounting, and claims documentation DMS (Document Management System).
  • Maintain good communication with clients by attending internal and external meetings and workshops as required.
  • Be accountable for internal and external audit purposes.
Requirements
  • At least 5 years of experience in the industry (re-/insurance) accounting and underwriting assistance and/or controlling.
  • Advanced MS Office skills (focus on MS Excel, Power Query).
  • Business Objects skills beneficial.
  • Power Bi, Tableau, skills beneficial.

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