Junior Insurance Technician
- Recruiter
- Boxtree Recruitment
- Location
- Southend-on-Sea
- Posted
- 09 Feb 2018
- Closes
- 07 Apr 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice, Digital
To promptly and accurately process premiums, issue policy documentation and credit control premiums. To perform advance monitoring of policy renewals and instigate the appropriate action that will provide the best opportunity for the company to win the renewal. Administer the day to day claims process and promptly and efficiently respond to client/insurer/management queries. Perform other duties to ensure the smooth running of the office, in particular the diary management process.
Role Responsibilities;
• Promptly and accurately process premium entries onto the accounting system
• Promptly Issue policy documentation and invoices to clients
• Monitor and chase renewals in early course using the renewal list and record progress
• Monitor client accounts and credit control as appropriate to ensure timely payment of premium
• Endeavour to minimise the value of premiums overdue for payment
• Monitor insurer accounts and liaise with the Finance manager in order to ensure prompt collection of RPs and prompt payment to clients as appropriate
• Manage the diary of daily and weekly priorities and ensure that all tasks are completed each day
• Promptly administer the day to day claims updates, advices, etc and manage the claims database
• Respond to general queries and process mid-term adjustments on the day of receipt.
• Ensure all filing is completed at the end of each day
• Daily Paying in of cash/cheque receipts
• Monitor and action the Close Brothers Premium finance i-mails
• Answer the office Switchboard telephone and handle any calls or direct to the relevant person as appropriate
• Other duties as required by management
Required Qualities;
• Good oral and written communication skills
• Determined and self-motivated
• Numerate
• Computer literate and familiar with up to date technology
• Well-presented and personable
• Clean UK driving licence
Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful
Role Responsibilities;
• Promptly and accurately process premium entries onto the accounting system
• Promptly Issue policy documentation and invoices to clients
• Monitor and chase renewals in early course using the renewal list and record progress
• Monitor client accounts and credit control as appropriate to ensure timely payment of premium
• Endeavour to minimise the value of premiums overdue for payment
• Monitor insurer accounts and liaise with the Finance manager in order to ensure prompt collection of RPs and prompt payment to clients as appropriate
• Manage the diary of daily and weekly priorities and ensure that all tasks are completed each day
• Promptly administer the day to day claims updates, advices, etc and manage the claims database
• Respond to general queries and process mid-term adjustments on the day of receipt.
• Ensure all filing is completed at the end of each day
• Daily Paying in of cash/cheque receipts
• Monitor and action the Close Brothers Premium finance i-mails
• Answer the office Switchboard telephone and handle any calls or direct to the relevant person as appropriate
• Other duties as required by management
Required Qualities;
• Good oral and written communication skills
• Determined and self-motivated
• Numerate
• Computer literate and familiar with up to date technology
• Well-presented and personable
• Clean UK driving licence
Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful