Job Details
Contact Info
Tony Martin tmartin@massenhove.co.uk 01621 786 220Claims Surveying Assistant
Job Description
The Role:
To support the internal Claims Consultants Team arranging appointments with customers and ensuring that the team administration is in order. To also provide support to two Claims Managers and a Team Leader within the department, assisting with tasks where required.
Principal Duties and Responsibilities:
• Diary management for each Claims Consultant ensuring service standards and targets are met and delivered consistently; this will also include liaising with Claims Handlers and also dealing directly with the clients customers and brokers
• Ensuring travel arrangements are organised when necessary
• Updating relevant spreadsheets and systems in line with the surveys conducted and progress of each claim
• Ensuring any cheques written on site are notified correctly with payment details entered onto the Claims Management System (CMS)
• Proof reading of Claims Reports; attaching information to the CMS system and in-house system Magic, whichever is relevant
• Dealing with any departmental correspondence such as appointment letters, settlement letters, chase ups etc.
• Notifying the Claims Handlers of the Claims Consultants weekly movements
• Record any customer questionnaire feedback for the Claims Consultants and report on this information accordingly
• PA duties to the Claims Managers and Team Leader - diary management as required, distribution of post, minute taking, organising meetings, arrangement of travel and hotel bookings, production of documents and presentations, running regular MI reports and other ad-hoc duties
• Assisting with phone cover for the claims teams when required, which will involve speaking directly with brokers and customers
To support the internal Claims Consultants Team arranging appointments with customers and ensuring that the team administration is in order. To also provide support to two Claims Managers and a Team Leader within the department, assisting with tasks where required.
Principal Duties and Responsibilities:
• Diary management for each Claims Consultant ensuring service standards and targets are met and delivered consistently; this will also include liaising with Claims Handlers and also dealing directly with the clients customers and brokers
• Ensuring travel arrangements are organised when necessary
• Updating relevant spreadsheets and systems in line with the surveys conducted and progress of each claim
• Ensuring any cheques written on site are notified correctly with payment details entered onto the Claims Management System (CMS)
• Proof reading of Claims Reports; attaching information to the CMS system and in-house system Magic, whichever is relevant
• Dealing with any departmental correspondence such as appointment letters, settlement letters, chase ups etc.
• Notifying the Claims Handlers of the Claims Consultants weekly movements
• Record any customer questionnaire feedback for the Claims Consultants and report on this information accordingly
• PA duties to the Claims Managers and Team Leader - diary management as required, distribution of post, minute taking, organising meetings, arrangement of travel and hotel bookings, production of documents and presentations, running regular MI reports and other ad-hoc duties
• Assisting with phone cover for the claims teams when required, which will involve speaking directly with brokers and customers
The successful candidate will possess:
• Excellent communication skills – this role will require extensive dealing with Brokers, High and Mid Net Worth Household clients and Claims Handlers. The applicant therefore has to have a professional telephone manner with experience of working with High Value Household clients an advantage
• Knowledge of the UK geography, and in particular London/South East, is required as the role will involve booking appointments in regional areas and London
• Intermediate knowledge of Excel/data analysis skills – must be able to manipulate data, write formulae to link tabs in spreadsheets, compile graphs and provide management reports as required
• Proactive and able to think ahead to anticipate issues, managing own workload and able to use own initiative and make necessary decisions. Ability to work under pressure, remaining calm and effective at all times whilst maintaining excellent attention to detail.
• Excellent communication skills – this role will require extensive dealing with Brokers, High and Mid Net Worth Household clients and Claims Handlers. The applicant therefore has to have a professional telephone manner with experience of working with High Value Household clients an advantage
• Knowledge of the UK geography, and in particular London/South East, is required as the role will involve booking appointments in regional areas and London
• Intermediate knowledge of Excel/data analysis skills – must be able to manipulate data, write formulae to link tabs in spreadsheets, compile graphs and provide management reports as required
• Proactive and able to think ahead to anticipate issues, managing own workload and able to use own initiative and make necessary decisions. Ability to work under pressure, remaining calm and effective at all times whilst maintaining excellent attention to detail.
Details
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