Job Description

Are you experienced in transaction Administration and client servicing in the finance area, possess strong interpersonal skills, and enjoy direct client contact? This might be your next challenge.

About the Role

You will be responsible for managing task assignments, performing email triaging, and ensuring accurate payment allocation in Surety. This includes timely and accurate review of client requests, assigning tasks to the appropriate sub-team, segregating new transaction requests and amendments from general client inquiries to ensure fast processing and completeness. Your role is key in ensuring outstanding client experience and communication to our global corporate clients and brokers.

In particular, your responsibilities will include the following:

• Closely interact and coordinate with internal stakeholders in International Surety Desk located in various regions and markets, as well as with external stakeholders such as clients and brokers to deliver seamless service to our global clients.

• Analyze incoming emails and documents, evaluate task requirements to determine whether they involve new transactions, amendments, or general inquiries, and assign the tasks to the appropriate team for efficient and timely handling of the tasks.

• Process and allocate client payments accurately and in alignment with business requirements, support reconciliation of payments and premium booking on corresponding cases. Resolve discrepancies or escalate issues related to the booking in a timely manner.

• Provide support to the clients on their account statements, communicate with clients to clarify payment inquiries or to gather additional information when required ensuring client expectations are met while maintaining high service standards to the client.

• Collaborate closely with internal stakeholders within the International Surety Desk Team in ensuring timely task assignments, payment triaging, and premium bookings.

About the Team

International Surety Desk is an emerging team, closely collaborating with the global Surety business teams. With passion, as well as our service and customer orientation, we strive for high customer satisfaction and help the business to achieve its profitable growth aspiration. Our team is spread across many locations in Europe, Asia Pacific, as well as North and Latin America.

As part of the International Surety transformation project, we are implementing a new International Surety Model with new roles and responsibilities, standardizing and improving processes. We are also extending our international surety partner network. 

About You

You have a solid background in transaction administration and client servicing within the financial sector. You thrive in a fast-paced environment, possess excellent organizational skills, and can manage multiple priorities with precision.

You are detail-oriented and analytical, with the ability to quickly assess incoming requests and ensure accurate task allocation. Your strong interpersonal and communication skills make you confident in engaging directly with clients and brokers, providing clear guidance and maintaining exceptional service standards.

You are proactive, take ownership of your responsibilities, and work independently while being a collaborative team player. Building effective relationships with internal stakeholders and external partners comes naturally to you, and you are passionate about delivering a seamless client experience.

Essential

• Completed commercial education preferably banking specialist or bachelor studies in economics or international trade or job experience equivalent to the related fields.

• First experience in Trade Finance or in the bank area.

• Previous experience in a client-facing role preferably in a finance environment.

• Proficiency in English language, reading, written, and verbal. German considered a strong advantage.

• Demonstrate good computer skills and experience with Microsoft Office especially Excel.

Nice to Have

• Experience with trade finance transaction processing or credit insurance products or similar role involving task management.

• Experience in payment allocation and reconciliation.

• Additional languages specially French and Italian.

• Familiarity with task management tools.

About Swiss Re

Swiss Re is one of the world’s 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. 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.

We may use AI-powered tools to support the review and evaluation of applications for this position. These tools provide additional insights to our recruitment teams, but all hiring decisions are carefully reviewed and made by people. To learn more about how we use AI in recruitment and how we handle your personal data, please review our Data Privacy Statement before applying.

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