Account Handler
3 weeks ago
To fulfill the credit control service agreement with Davies’ MGA Client as per specified SLAs and defined internal working practices established for the client. As an individual and working collaboratively as a team, ensure that a high standard of service is delivered and maintained.
Key Accountability and Performance Standards:
Responsible and accountable for delivery of tasks that form your role KPI’s – meet all internal and external KPIs as defined within this JD Meet agreed deadlines Work as a team to ensure all functions are completed within timescales advised Adhoc tasks as required by the businessDaily/BAU
Update of Bank Account schedule from client bank account and ensure that the schedule balances to client bank records Reconciliation and allocation of new cash to client’s internal system Raise, chase and monitor queries raised with Client and Brokers Update and maintenance of Query Log Accountable for the reconciliation of queries raised by carriers, brokers and client Update and maintenance of Payment Record with respect to broker over-settlements, return payments, paid premium bordereau payments, Internal Account Transfers Update and maintenance of Master Aged Debt Project schedule Monitor shared Client Credit Control email inbox Deal with/respond to all broker and client emails in a timely manner Attend daily team meeting Provide feedback to manager and team members Escalation of issues to senior account handlerWeekly
Production of Latest Aged Debt Report and remittance to client for broker chasing Review of Unallocated Cash on Query Log in Cashbook to ensure that all relevant cash items are progressed Chasing of all outstanding queriesMonthly
Creation and remittance of monthly broker statements Creation and remittance of Over-Settlement report and subsequent payment requests Creation and reconciliation of Paid Premium Bordereau Request Paid Premium Bordereau payments Creation and reconciliation of Written Premium Bordereau Update and maintenance of Paid and Written Premium Cumulative Bordereaux Creation of Aged Debt Reports Creation of Cash, Queries and Unallocated Cash Summary Creation of Open Query Summary Month-End Commentary Creation of Client Dashboard-
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