Meghna Jaisingh

 Ensuring highest proficient handling as per Fiduciary perspective and accuracy for the accounts
assigned
 Regularly update process manuals
 Responsible for creation of SOPs for new processes
 Identify opportunities for process improvements with a view to provide better client services
 Participates in process update sessions, Process Knowledge Tests, training and coaching
sessions
 Liaising with Clients and Re-insurers
 Debt collection and Outward credit due to the account holder
 Ensure adherence to policies & procedures as per organization’s standards and laid out SOPs
 Acts as checker for new colleagues and provides feedback to ensure accurate and complete
process knowledge
 Conducts regular process audits
 Adheres to audit sampling guidelines

 Reports on audit findings, ensures corrective action is taken and closes the audit loop

• Servicing designated portfolios of various key clients & reinsured located in various geographic locations especially Asia Pacific region.
• Ensuring balances are collected and paid in accordance with contractual requirements and pre-defined service standards
• Follow all processes explicitly to ensure the secure, efficient and audible handling of client’s monies and allocation of cashes accurately.
• Maintain up to date and accurate records with proper information and query codes.
• Review and reconcile client statement of accounts accurately
• Own the fiscal relationship for designated clients / reinsured
• Act as the main point of contact for all matters relating to payment/receipts and handle queries raised by the client & stakeholders.
• Actively service accounts to a high standard and within deadlines
• Ensure timely collection and payment of monies due to / from clients, reinsured and third parties; reconciliation, chasing and minimization of funding
• Use MI to identify debtor related problems and escalate / negotiate / influence where necessary to resolve
• Maintain ongoing relationships with assigned clients / reinsured / third parties
• Ensure adherence to compliance and operate within the guidelines of internal and external regulators
• Ensure that all statutory and company procedures are followed while processing work to protect clients, colleagues and the business interests of the company
• Provided constant training to staff on newly developed training programs, including online modules, classrooms training etc.

Projects:

• Was Part of UK Secondment for a Month to meet our stakeholders and understand the challenges & issues on various key clients
• Independently managed project like Brexit Open Twins migration Project

Achievements:

• Received a Spot Award in September 2021 for Business Performance