Client Financial Analyst

Client Financial Analyst

We are seeking a detail-oriented and organized individual to join our team as a Client Financial Coordinator in Bogotá. This hybrid role requires at least three days a week in the office.

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, cli...