Charles Taylor
Invoicing Specialist
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The Role
The Invoicing Specialist is responsible for the invoicing activities in relation to the business departments/cost centres supported by Working Capital team, and to continuously strive to improve the accuracy and speed of invoicing activity for the department.
This is a 12 months fixed term contract and is on a hybrid working arrangement basis, requiring 2-3 days/ week in the office.
Key Responsibilities
- Assist Working Capital team in accurately raising and timely issuing fee invoices.
- Hold Monthly meetings with the adjusters to discuss outstanding WIP
- Drive the achievement of billing targets by proactively managing work in progress, ensuring timely invoicing, and monitoring performance against agreed objectives.
- Expected to work from the office at least two days per week to support team collaboration and business objectives.
- Reviewing time and disbursements recorded on for missing time, errors and discrepancies, before preparation of draft invoice, including any observations/recommendations for review.
- Editing of draft invoices before confirmation of final version.
- Support the E Billing process established with our key clients.
- Understanding of Insurance Policy Details 'IPD' (policy/slip/market data) in the relevant case files and invoice accordingly.
- Respond to a high volume of daily e-mails, client inquiries and discrepancies and flag and follow up on resolutions.
- Collaborate with the wider Working Capital team to address queries impacting our ability to collect fees once invoiced.
- Manage the daily upload of multi-currency invoices from our Adjusters and assist Credit Controllers on invoicing queries.
- Issue WIP lists
- Assist Finance Business Partners on their Finance Issues when required.
- Carry out Ad Hoc duties and tasks that are allocated to you at the discretion of management and that are within your capabilities and within the scope of your post.
- Demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, and Accountability and Collaboration.
Required Skills
- Solid experience and working knowledge of Invoicing/Billing ideally with some experience in Insurance.
- Strong IT skills including Microsoft Excel, Outlook, Teams etc.
- Personable with an ability to build strong relationships with people, both internally and externally.
- Team player with a can-do attitude who is also comfortable working independently without supervision.
- Strong written and verbal communication skills with a good telephone manner.
- Accuracy, numeracy and attention to detail.
- Strong organisational skills, ability to prioritise and work to tight deadlines.
- Results orientated individual who takes pride in the performance of the team and delivering high-quality outcomes.
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Key Performance Measures
- Invoicing and cash collection results against monthly, quarterly and annual targets.
- Drive invoicing activity and meet invoice KPI's.
- IPD understanding and translation.
- Adherence to accuracy metrics.
- Reduced Working Capital at risk, meeting the organisation's key financial metrics.
About Us
Founded in 1884 as a mutual insurance association, Charles Taylor began under the leadership of coal merchant Charles Taylor, whose astute management set the stage for growth. Today, we are a global leader providing insurance services and technology solutions with a team of c.4,000 experts across 120+ countries on 6 continents.
Our unmatched depth of specialist expertise, from loss adjusters to forensic accountants, helps the global insurance market to address its challenges. Through our trusted partnerships model, we build long-term, personal relationships with clients based on trust and cooperation. Our powerful technology helps our clients improve their customers' experience from start to finish. Thanks to our global reach, our clients can access our services wherever they are in the world, whenever they need us.
Our adjusting team is a unique group of experts, specialised in handling commercial losses and claims across major lines and geographies, many of which are large and complex in nature. We manage onshore and offshore claims through four main divisions: Property, Casualty, Technical & Special Risks, Marine, Aviation, and Natural Resources and are proud of our position as a leading global loss adjuster across all our disciplines.
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Expertise you can trust - for more information, please visit www.charlestaylor.com
Why join Charles Taylor?
Charles Taylor prides itself on being a people-centric business. Our culture and values define who we are, what we stand for and how we behave. They guide how we work with our colleagues and our clients, today and in the future. By living our values every day when we come to work, we deliver better results for the world of insurance.
We strive to provide a positive working environment that offers opportunities for professional development and growth across all our business areas. This includes a structured onboarding process, job-specific skills development, online and in-person training, as well as study assistance for professional qualifications.
Our Values
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Accountability (We take ownership and responsibility)
We all have a role to play in Charles Taylor's growth and overall success. -
Agility (We learn, evolve and adapt quickly)
We anticipate, prepare for and adapt to change; it's how we stay competitive. -
Care (We are compassionate and human)
We are approachable and genuinely interested in others. -
Collaboration (We are one)
We are unique but united in our work. -
Integrity (We do the right thing)
At all times, we act with responsibility and respect.
Equal Opportunity Employer
At Charles Taylor, we are proud to be an Inclusive Employer. We foster an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital or family status, race, religion, sex or sexual orientation.
We recognise that Diversity, Equity and Inclusion is essential in enabling us to deliver better insurance outcomes and fulfilling our responsibilities to clients, colleagues, and the community. We proactively promote and celebrate differences and strive to create an environment where our people feel included and can reach their full potential. We take pride in our inclusive and diverse culture, which is supported by strong partnerships and a transparent, fair recruitment process.
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