Introduction

As a Client Services Technician in our Operations Team, you will be an integral part of our high-performing team based out of our Cheltenham office. Your role will involve providing efficient, effective and expert administrative support to the Technical Team and Broking Divisions, in line with compliance, FCA and internal audit guidelines.

You will have previous experience and be able to carry out activity with moderate guidance as opposed to direct and close supervision.

Responsibilities

• Document Creation – gather information from files and use the data to complete standard document templates for distribution both internally and externally.
• Data Entry - Fully and accurately enter, amend, update and submit data at a competent and unsupervised level onto the relevant systems
• Management Information – create and manage electronic and paper files, manage day to day correspondence ensuring urgent matters are identified and dealt with promptly
• Treaty Accounts Processing
• Documentation Checking
• Claims
• Premium Processing

Knowledge/Skills/Qualifications

• Has an understanding of the general principles of insurance
• Ability to analyse and identify key information
• Proficient knowledge of relevant Computer systems
• Understands the link between own role and IBA
• Ability to problem solve using knowledge of policies and procedures
• Familiar with the IBA ledgers; knows where to look for information
• Basic understanding of how to process via Net Postings
• Decision making
• Problem solving
• Able to work under guidance rather than close supervision

Key Competencies

• Accurate Data & Management Information
• Communicating and Influencing
• Customer Focus
• Decision Making
• Information Seeking
• Planning and Organising
• Team Working

To be considered for our Client Services Technician talent pool, candidates must be able to demonstrate hands-on experience in a claims handling or technician role. Applications without relevant experience will not be progressed.

If you are an experienced Technician looking for your next opportunity, we would like to hear from you. By registering your interest now, you will be considered when a position becomes available.