We have an exciting opportunity for a Bordereaux Assistant to join our Q Underwriting Central Team, based in either Wolverhampton or Gloucester. This role offers some flexibility with an element of home-working and small amount of travel required for collaboration sessions between Wolverhampton and Gloucester.
You will provide financial support across the Q Underwriting Division and will be working within a team that helps facilitate, coordinate, and ensure efficiency and accuracy of Insurer bordereaux’s along with resolving any query escalations from the Central Credit Control team.
This role would suit someone who is highly accurate, proactive, organised, has excellent excel skills, able to build a natural rapport at all levels and keen to work in a changing and growing environment. Your excellent attention to detail will be couple with experience in bordereaux and reconciliations along with dealing with high volume of data. You must be able to deliver to a high level of service both internally and externally and will be able to start as soon as possible.
Location: Wolverhampton or Gloucester, both offices are based in the centre of town. Wolverhampton office is very close to Bus and Train Stations with Gloucester close to bus routes and the Train Station is just a 10-minute walk away. Homeworking is available however it’s expected time will be spent in the office and maybe travel for occasional collaboration in Wolverhampton.
Liaise with underwriting staff or Brokers to investigate and resolve any query escalations such as, premium queries, any unallocated payments which Credit Control have been unable to process etc.
Resolve payment allocation queries – client and insurer reconciliations,
Dealing with credit control escalations,
General accounting administration,
Dealing with internal and external queries by email and phone,
Support for financial and other data requests from the business,
Proof check bordereau data when exported from SAS (reporting system) with data held in various systems, being proactive to co-ordinate the resolution of any differences with BI team,
Previous bordereau experience and working to tight deadlines,
An excellent knowledge of Excel,
Previous experience gained within the insurance or financial services industry,
Attention to detail, excellent communicator and highly organised,
Experience in a busy reconciliations role and working to tight deadlines,
Strong accuracy and numeracy skills,
PIB Group is an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.
Your application will be treated in the strictest confidence.