Statement of responsibilities:
• Ensuring that all Excel bordereaux, risk, premium and claims are received from the cover holders and claims administrators within contractual service levels
.• Work with cover holders and claims administrators to ensure that all bordereaux are complete and accurate, and to resolve data quality issues that may arise
.• Completely and accurately load all bordereaux received into the binder management system within required timescales
.• Resolve any errors that may occur as bordereaux are loaded into the binder management system
.• Escalate to the Operations Technician, Third Party Administrator Manager or Head of Operations any issues which cannot be resolved directly with the cover holders or third-party administrators
.• Ensure that risk written and premium bordereaux are reconciled
.• Ensure that cash received is reconciled to the premium bordereaux
.
Key Dutie
s:
• Pro-active management of cover holders and third-party administrators to ensure that bordereaux are received within agreed service leve
ls.• Verification of bordereaux contents to ensure that they are complete and accura
te.• Escalate any potential breaches in binder ter
ms.• Assist in the development and maintenance of documented and measurable processes relating to binder management activiti
es.
