Postúlate en Kit Empleo: kitempleo.com.co/empleo/1ar9b0
The Portfolio Manager Operations oversees the administration of insurance and/or reinsurance accounts and contracts, from establishing and maintaining contractual data, processing the insurance and/or reinsurance account bookings, claims handling and manage the related cash flow. He/she also supports the underwriters in administrative activities related to the underwriting process.
Team Leader key duties and responsibilities:
Ensure the correctness of the data managed by her/his team
Liaise with the other stakeholder, e.g. underwriters, reserving, closing team, financial accounting.
Understanding of the company priorities and act accordingly
Organize and monitor the workload within the team, maintain a low backlog, intervene when needed and set priorities.
In charge of HR topics within the team
Set the stage for a high-performing and successful team by providing coaching and support to direct reports
Set individual performance and development objectives; support employees in reaching them and review their performance
Communicate constructively and openly to staff and management.
Manage company resources responsibly and effectively
Support together with your team other teams within the department if necessary
Close collaboration with peers and Head of Technical Accounting & Administration
Portfolio Manager key duties and responsibilities:
Responsible for entries (treaties and/or facultative) in OMEGA and all further modifications
Check contractual documents, submit them to Underwriters for signature and draw their attention in case of ambiguities or changes
Check and process of reinsurance accounts and claims advices (OMEGA)
Clarify discrepancies of reinsurance accounts with underwriters/cedents/brokers
Manage cashflow incl.
the processing of outgoing/incoming payments and the follow up on pending payments and open balances
Perform ICS controls (Internal Control System) according to relevant guidelines, where needed, pro-actively support Underwriters in the performance of these controls
Monitor client accounts / statistics by using internal reports (Business Objects) and perform own data analysis
Support Underwriters with tailored reports and statistics (Business Objects)
Ensure compliance with sanctions and embargos by scanning respective lists (Bridger) and forward to Underwriter for further investigation if needed
Ensure completeness and proper filing of underwriting and accounting documentation (DMS) as well as physical archiving, where electronical signature is legally not permitted.
Attend meeting / workshops with clients (internal/external) if required by the underwriter
Quarterly adjustments of EGPI and Loss Ratio according to Underwriters’ instruction (OMEGA)
Required experience & competencies:
Experience:
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
Personal Competences:
Solid insurance and reinsurance knowledge and eagerness to deepen expertise.
Advanced analytical skills and accuracy
Advanced communication and team collaboration skills with both internal and external stakeholders and team members
Sense of reliability and responsibility
Self-motivation, flexibility and adaptability to changes
Required Education:
Bachelor / completed commercial apprenticeship (ideally in re-/insurance company) or equivalent
Required languages:
English
Requirements in experience, competency, education and qualifications
Postúlate en Kit Empleo: kitempleo.com.co/empleo/1ar9b0
📌 Team Leader Portfolio Manager Operations (Bogotá)
🏢 SCOR
📍 Bogotá