Credit Control Associate
Regular Employment
Location: Shanghai, SH, CN
About the Team
As a credit control associate within our Operations Corporate Solutions team in Shanghai, you will play a pivotal role in safeguarding the financial integrity of our business. Ensuring accurate and timely processing of client accounts, managing cash flow, and supporting critical internal and external reporting requirements. This is a role where your expertise directly contributes to the financial health and regulatory compliance of the organization.
About the Role
MANAGE RECEIVABLES
• Prepare Premium Control Report
• Send reminder to account manager or channel(herewith referring to broker and agency) directly (depending on the internal agreement)
• Prepare documents for client audit
• Check with UW documents for Client Audit
• Identify the received document from channel (premium allocation)
• Clarify link with policy (premium allocation)
• Initiate correction if needed
• Release draft bookings in system
• Bookings released to ledger
VALIDATE RECEIVABLES
• Screen financial ledger (premium allocation)
• Clarify split with channel (where applicable)
• Allocate payment to correct receivable
• Initiate correction if needed
• Pair payment
• Inform L&C on large payments & discrepancies against policy for AML purposes
ANALYSE & RESOLVE A/R
• Identify amounts released and still due
• Inform about unsettled premiums
• Send payments to Partner
• Analyse differences expected/paid
• Clarify differences where needed
• Allocation receipts in premium
• Make receivables journal
SETTLE PAYMENTS
• Prepare commission list to broker/agent (payment)
• Check payable commission list from broker/agent
• Check premium status before pay the claim
• Allocation commission in premium
• Make commission journal
About You
• Minimum 2 years relevant working experience
• University degree (Accounting, Economics, Finance preferred)
• Credit Control Expertise: Solid understanding of accounting principles, financial reporting standards, and experience in credit control roles within financial services or insurance sectors
• Credit Control & Accounts Receivable: Proven experience in credit control, including monitoring outstanding balances, managing collections, and maintaining accurate client account records
• Data Validation & Financial Systems: Strong proficiency in capturing, validating, and reconciling financial data using ERP or accounting systems (e.g., SAP, Oracle, or similar platforms)
• Experience in the insurance or reinsurance industry, with familiarity of reserving and closing procedures
• Knowledge of Chinese regulatory reporting requirements and experience working within a regulated financial environment
• Solid communication and stakeholder management skills, with the ability to work effectively across cross-functional and multicultural teams
• Proficiency in both Mandarin and English, enabling effective collaboration in a bilingual business environment
• Experience working in a multinational organisation, with an understanding of international financial operations and reporting standards
About Swiss Re Corporate Solutions
Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrophes and climate change to cybercrime.
Swiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. We offer innovative insurance solutions to large and midsized multinational corporations from our approximately 50 locations worldwide. We help clients mitigate their risk exposure, whilst our industry-leading claims service provides them with additional peace of mind.
Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. Swiss Re Corporate Solutions embraces 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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Reference Code: 138572
Reference Code: 138572