JOB PURPOSE/ROLE At AGCS our account technicians support the business by capturing and processing policy information; from submissions through to billings and collections. We pride ourselves on delivering excellent customer service and operational effectiveness for our clients.
Based in London and reporting to the Multinational Practice Leader for [Property / Liability / Financial Lines], you will provide an efficient administration and processing service to Underwriting, Accounts, Claims, Credit Control and the Brokers/Clients. Your responsibilities include reviewing and interpreting source underwriting materials to ensure all information is complete including broker presentation, slips, underwriting files and accounts.
KEY RESPONSIBILITIES In this role you will… •Be responsible for accounts of low to medium complexity in the [Property / Liability / Financial Lines] Line of Business (LoB) •Review and interpret source Underwriting materials, including Broker presentation, slips, Underwriting files and accounts / claims - and if required, escalation to Underwriting in case of missing information •Provide instructions to all parties involved, reconciling all issues and addressing any questions with Underwriting. Authorization in line with assigned limits •Use relevant information to accurately and efficiently populate IT system(s) with new and renewed business. Prepare regular reports. •Invoice customers and produce all relevant documentation, e.g. policies, certificates, endorsements to the Broker (or client)/ Co-Insurers in a timely and accurate manner •Chase and reconcile premiums using information from the Underwriting file and system entries, in close collaboration with Credit Control •Liaise with Underwriters, Brokers, Co and Reinsurers, to ensure timely premium payment •Manage own daily, weekly and monthly workflow to ensure key performance indicators and service standards are met •Carry out risk checks according to compliance procedure •Monitor maintenance and follow-up of all accounts, escalating issues to the appropriate Practice Leaders or team members as required •Develop effective working relationships with internal and external customers, including Underwriting, Accounts / Credit Control, Reinsurance Accounts and Brokers
KEY REQUIREMENTS/SKILLS/EXPERIENCE •You have excellent verbal / written communication and interpersonal skills •You manage time well and have experience scheduling tasks in accordance with priorities •Previous experience handling administrative tasks in a large business. Experience of insurance, policy administration and multinational programs would be an advantage •Good knowledge of Microsoft Office applications, particularly Excel, and keen to develop your knowledge continually •Data-driven and innovation-minded, you are able to implement new digital ways of working •Sound understanding of, or ability to learn rapidly, relevant insurance products, terms and the policy administration life cycle •You pay attention to detail •You work well in a team and remain calm under pressure
Learn more about Allianz Global Corporate & Specialty (AGCS)
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