(ZW-701) | CLIENT FINANCIAL ANALYST

Ingepsy


We are seeking a detail-oriented and organized individual to join our team as a Client Financial Coordinator. This role will be based in Bogotá and is a hybrid position, requiring at least three days a week in the office. In this role, you will be responsible for delivering a consistent and exceptional client experience regarding all financial aspects of Marsh engagements. Your efforts will contribute to improved client satisfaction and ensure that our organization maintains a healthy financial position while meeting its financial obligations. Key Responsibilities: - Proactively track client placements and manage premium billings to ensure all items are invoiced in a timely manner. - Ensure appropriate documentation is included for submission of invoice requests to a centralized invoicing team. - Address any client or colleague inquiries to ensure invoicing is complete, including corrections as needed. - Support proactive credit control with the Client to avoid Notices of Cancellation and Marsh Bad Debt. - Resolve client invoicing issues, payment reconciliation discrepancies, and Notices of Cancellation ensuring client teams, Fiduciary Accounting, carriers, and clients are engaged accordingly. - Work with Account Owners, Client Teams, clients, and internal functional teams to research and resolve billing discrepancies and unbilled items. - Provide solutions for open Revenue Recognition and similar internal revenue reserve items. Requirements: - Bachelor's degree in accounting, finance, business or related fields. - 2+ years of experience in client invoicing or a similar role in insurance or financial services. - Fluency in English (both written and spoken). - Proficiency with accounting principles and terminology. We offer: - A dynamic work environment with opportunities for professional development. - A supportive team culture that fosters collaboration and creativity. - A competitive salary and benefits package. If you are a motivated and detail-oriented individual looking for a new challenge, we encourage you to apply for this position.

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