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Claims Handler

2 months ago


Bristol UK, South West England, United Kingdom Beale & Co Full time

The primary purpose of this role is to manage a caseload of professional indemnity claims across a range of delegated authority claims handling schemes offered to insurer clients. These claims involve defending, on behalf of insurers, a wide variety of professionals including accountants, architects, engineers, solicitors, IFAs and surveyors.


General Responsibilities:

Defending claims both with and without the assistance of panel solicitors, depending on the value and complexity of the claim. Be actively involved in dealing with claims from initial notification through to settlement; successful rebuttal; or until the matter falls outside of the parameters of the claims handling scheme.


Reviewing new claims and assessing liability and quantum, as well as a preliminary assessment of coverage, in order that the most suitable strategy can be set.

Keeping the strategy under review during the life of the claim and tailoring it to reflect developments as they arise.


Dealing directly with clients assisting them in responding to claims by drafting letters for them to send, approving correspondence, instructing experts and where appropriate conducting settlement negotiations on behalf of the client.

Collating monthly management information from the scheme’s case management system and assisting with billing the files received in the scheme.


You will also be involved in business development and marketing with the qualified fee earners.


Person Specification - You will:-

be educated to degree level or equivalent.

have previous experience of handling professional indemnity claims and handling (pre-litigation) aspects of a file,

have excellent communication skills both written and verbal.

have a confident, assertive yet friendly telephone manner.

be able to prioritise a busy workload whilst working to SLA deadlines.

have good IT literacy including Microsoft Word and Excel.

possess good negotiating skills; and

a willingness to find practical, innovative and commercial solutions.