Client Finance Lead
1 week ago
**Job title**:Client Finance Lead **Division**:Claims Solutions UK&I
**Department**:Claims Finance** Location**:Stoke-on-Trent / Hybrid
**Reporting to**: Head of Claims Finance **Hours of Employment**:37.5 Mon-Fri 9:00-17:00
**Job purpose**:
**Claims Finance**
Liaise with clients and internal departments to resolve issues with client monies reconciliations. Provide excellent customer service.
**Duties and responsibilities:
- Lead client discussions related to client monies reconciliations
- Understand in full bordereaux and reconciliations on Excel
- Resolve reconciliation and bordereaux issues and queries
- Adopt forensic approaches to reconciliation where suitable relevant data may not be available
- Attend audits and prepare required documentation
- Liaise with staff from across the Davies Group and external clients
- Authorise payments using online banking
- Adhere to Company systems and procedures
**Skills & Experience
- Strong Excel skills as most reconciliations use a range of formulae. Spreadsheets can be large with data required from multiple sources
- Ability to learn multiple software systems used by various teams
- Customer friendly, assertive but fair in dealing with clients
- An understanding of insurance claims management is desirable
**Davies Values**
Davies is a community of outstanding people. We welcome different perspectives, support each other’s ambitions, and grow together. In a fast-changing business environment, we adapt and look ahead. We succeed because we are multi-talented: in the skills of our teams, specialisms, and sector expertise. Working together, we are greater than the sum of our parts.
We are dynamic
We are connected
We are innovative
We succeed together
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