Credit Control / Insurance Accounts Handler
Insurance Credit Control / Accounts Handler
Collect premium and management of payment performance minimising aged debt in respect of Open Market, Binding Authorities, Treaties, Lineslip and covers.
Manage broker relationships and work towards ensuring that all internal and external SLA’s, targets and objectives are met.
Create monthly Executive Summary Reports and look to ways to improve the information flow from to the client.
Preparing, validating and rendering broker statements to ensure they are accurate and current, for use in chasing debt.
Maintain broker and client feedback in a timely and efficient manner.
Ensure that any required actions are escalated to the account handlers.
Liaise with Brokers to bring about enhanced payment performance and to ensure work is appropriately prioritised.
Establish good work relationships with brokers, including attending meetings.
Monitoring and chasing of all methods of placement to ensure prompt settlement of premium by telephone, email and meeting.
Escalate all issues relating to processing and payment performance, bordereaux provision and quality, broker query resolution etc. to management to ensure these are incorporated in relevant client reports.
To interrogate, as appropriateLAE (the Lloyd’s Accounts Enquiry System), Tracker (the Lloyd’s Customer Enquiry System for tracking the progression of inwards submissions through Ins-sure and our clients’ data in order to resolve problems and answer queries.
To ensure that all client queries / requests are appropriately logged in accordance with current procedures and to maintain appropriate records relative to all processes undertaken.
Maintain compliance with any applicable UK or International statutory or regulatory obligation as required by the role. This includes but not limited to obligations arising from:
- The prudent management of the business.
- Placing due regard on the interests of customers.
- Observing rules on Sanctions and financial crime.
- Regulatory requirements and local licensing restrictions.
SKILLS / KNOWLEDGE / ABILITY:
Experience of working within Credit Control within the Lloyd’s insurance Market.
Intermediate/advanced working knowledge of Microsoft Office programs; Outlook, Word, Excel, PowerPoint
Ability to interpret and manipulate data clearly and accurately with the ability to extract and identify key issues.
Ability to build effective relationships (internally/externally), establishing credibility amongst an extensive client group.