Invoicing Specialist

3 weeks ago

Newcastle upon Tyne, United Kingdom Charles Taylor Full time

**Overview**:
**Reference**
667901

**Salary**
£/annum + benefits

**Job Location**:

- United Kingdom - England - North East England - Tyne and Wear - Newcastle upon Tyne

**Job Type**
Permanent

**Posted**
10 November 2023

**Background**

Charles Taylor is a global leading provider of professional services to the insurance industry. We are a profitable, growing organisation that is highly regarded in the insurance industry as a top tier provider of professional services, employing some of the industry’s ‘best in class’ professionals and technical experts. Our delivery of high quality, individually tailored services to our clients is backed by our core values of excellence, partnership, quality and support, and we look for employees to join us who exemplify these values and our ethos.

Charles Taylor Adjusting is one of the leading international loss adjusting businesses. We focus on commercial losses and claims in the aviation, energy, marine, property, casualty and special risk markets, many of which are large and complex in nature. These include onshore and offshore energy claims, maritime casualties, aircraft losses, large infrastructure claims and financial lines losses.

**Opportunity**

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.

**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.

**Values**

Demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, and Accountability and Collaboration.

**Key Attributes**
- 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.

**Equal Opportunity Employer**

Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive and diverse culture and environment which we are proud to be a part of at Charles Taylor.

**Contact information**:
Ankur Chowdhury

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