Invoicing Specialist

2 weeks ago


London, United Kingdom Charles Taylor Full time

**Overview**:
**Reference**
667960

**Salary**
Competitive Salary and Benefits

**Job Location**:

- United Kingdom - England - Greater London - London

**Job Type**
Permanent

**Posted**
23 January 2024

**Background**:
Charles Taylor is a leading global provider of professional services and technology solutions to the insurance industry. We are a profitable, growing organisation that is highly regarded in the insurance industry, employing some of the industry’s ‘best in class professionals and technical experts. Our services and solutions support every stage of the insurance lifecycle and every aspect of the insurance operating model, across all major commercial insurance lines as well as technical areas of personal insurance. We serve a diversified blue-chip international customer base that includes national and international insurance companies, mutuals, captives, MGAs, Lloyd's syndicates, and reinsurers, along with brokers, distributors, and corporate insureds.

Charles Taylor is PE-backed, following a majority investment by Lovell Minnick Partners in January 2020, and has strong ambitions for organic and acquisition-led growth.

Our delivery of high quality, tailored services and solutions to our clients is backed by our core values of support, excellence in people, client partnership, quality of work, entrepreneurship, and positive change. We look for employees who exemplify these values to join us and help drive our growth.

**The Role**:
To provide invoicing support to the Working Capital and Adjusting teams in the UK and across the Global CTA network. This is a key role in which you will be responsible for supporting the loss adjusting businesses, as part of the Working Capital Centre of Excellence, delivering accurate and timely invoicing for adjusters across the group. The role can be performed remotely most of the times with mínimal/ occasional visits to the CT offices.

**Key Responsibilities**:

- Prepare and issue invoices and bordereau for UK and overseas Cost Centres, within agreed timeframes.
- Transact invoices through ‘e-billing’ platforms established with our key clients.
- Capture and entering of IPD details (policy/slip/market data) in the relevant CMA case files.
- ‘Roles & responsibilities’ matrix completion in CMA (tax, method of payment etc.).
- Act on instructions from the Working Capital teams of specialists who liaise with the Adjusters to agree invoicing targets and requirements.
- Deliver high quality invoices, right first time and in a timely manner.
- Collaborate with the wider Working Capital team to address queries impacting our ability to collect fees once invoiced.

**Required Skills**:

- Accuracy, numeracy, and attention to detail is essential, using Microsoft tools and core systems.
- Confident working to tight deadlines and handling high volume of work.
- Good communication skills and ability to build strong relationships with colleagues using remote tools and expertise.
- Team player, but also able to work independently and with a minimum level of supervision.
- Professional, proactive and self-motivated.
- Results orientated and takes pride in completing their work to a very high standard.
- Willing to help others and share knowledge.

**Key Performance Measures**:

- Invoicing and cash collection results against monthly, quarterly and annual targets
- IPD completion and accuracy metrics
- Reduced Working Capital at risk, meeting the organisation’s key financial metrics.

**Ad Hoc Duties**

Your key accountabilities will include such other duties and tasks are as allocated to you at the discretion of management and that are within your capabilities and within the scope of your post.

**Person Specification**:
**Essential Skills/Qualifications/Experience**:

- Invoicing and/or London Market policy or claims processing experience, entering data into a core system(s).
- Microsoft Office (Excel, Word etc) intermediate level.
- Excellent written and verbal communication skills.
- Experience working in a client service environment and/or a data processing role.

**Desirable Skills/Qualifications/Experience**:

- GCSEs or equivalent.
- Experience working in a regulated environment.
- Customer service Excellence experience and a client centric focus.
- insurance or Financial Services experience working in processing or data entry role/team.
- Additional languages (French, Spanish, Italian) not required but would be a plus.

**Why join Charles Taylor?**:
We are immensely proud of the fact that nine out of ten of our people recommend Charles Taylor as a place to work. We pride ourselves on having a positive work environment where our people are empowered to make the best decisions and where learning is valued highly and shared across our business.

We are very committed to ensuring our people are given continuous learning and development. As well as structured induction programmes and job training, we provide study support for relevant professional qualifica


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