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Financial Operations Specialist

1 month ago

StokeonTrent, Stoke-on-Trent, United Kingdom Davies Full time
Job Title: Financial Operations Specialist

Davies is seeking a highly skilled Financial Operations Specialist to join our Claims Finance team in Stoke. In this role, you will be responsible for managing client-funded bank accounts on behalf of our claims management teams. Your primary duties will include producing monthly claims management, reconciliations, and statements while supporting the Claims Finance team.

Key Responsibilities:
  • Undertake bank reconciliations and client reconciliations using Excel as per client and company requirements.
  • Monitor and control client accounts and client funds in line with client and company service standards, escalating any issues internally or to clients as required.
  • Investigate and resolve reconciliation queries in a timely manner.
  • Record all receipts and credits in a timely manner.
  • Complete payment processes via online banking, cheque, and internal systems.
  • Process cheques in and out, including bank cheques.
  • Process Davies fee payments.
  • Process bank account applications.
  • Answer and resolve telephone and email queries in a timely manner.
  • Liaise with staff from across the Davies Group and external clients.
  • Support the oversight and development of the Claims Finance team, including any training and development needs.
  • Adhere to Company systems and procedures.
  • Actively promote the principle of Treating Customers Fairly.
Requirements:
  • Good reconciliation experience.
  • Strong Excel skills.
  • Ability to work to deadlines while prioritizing workload.
  • Must be able to multi-task.
  • Excellent telephone manner and Customer Service experience.
  • Excellent written and verbal communication.
  • The ability to work in a team as well as individually.
Benefits:
  • Career & Purpose
  • Leadership training programme
  • Funding for professional qualifications
  • Thrive at Davies; learning opportunities
  • Environmental & Social
  • The Davies Foundation
  • Local charity funding
  • Pennies To Heaven
  • Employee Resource Groups
  • Employee volunteering programme
  • Financial Health
  • Pension, 5% employee and 5% employer contribution
  • My Choices at Davies provides; High Street discounts and Financial wellbeing hub
  • Life assurance: x4
  • Refer a Friend
  • Cycle to Work Scheme
  • Lease car salary sacrifice
  • Davies Incentive Plan
  • Enhanced maternity, paternity, and adoption pay
  • Metal, Physical & Emotional Wellbeing
  • Wellbeing centre; move, munch, money & mind focus
  • Discounts with 100's of UK retailers
  • EAP; 24/7 confidential helpline
  • 25 days holiday, increases to 26 days after 5 years and 27 after 10 years
  • Flexible working; hybrid, work from home or join a collaborative office space
  • Dress for your day
  • Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy, and baby loss and miscarriage
  • Flexible benefits include; holiday purchase plan and an opportunity to purchase health cash plan and BUPA dental plan

We are a specialist professional services and technology firm, working in partnership with leading insurance, highly regulated, and global businesses. We help our clients to manage risk, operate their core business processes, transform, and grow. We deliver professional services and technology solutions across the risk and insurance value chain, including excellence in claims, underwriting, distribution, regulation & risk, customer experience, human capital, digital transformation & change management.

Our global team of more than 6,500 professionals operate across ten countries, including the UK & the U.S. Over the past ten years, Davies has grown its annual revenues more than 20-fold, investing heavily in research & development, innovation & automation, colleague development, and client service. Today the group serves more than 1,500 insurance, financial services, public sector, and other highly regulated clients.