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For Companies At a Glance
- Tasks: Produce and process documentation, handle claims, and manage accounts in a dynamic environment.
- Company: Join a leading firm known for its integrity and market expertise.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Why this job: Make a real impact in the insurance industry while developing your skills.
- Qualifications: Experience in insurance or finance, strong IT skills, and excellent communication abilities.
- Other info: Opportunity for personal growth and to work with industry specialists.
The predicted salary is between 36000 - 60000 £ per year.
Responsible for producing and processing pre-inception and post-placement documentation, premium processing, proportional treaty processing, claims handling, credit control, and file/record management.
Overview
Responsible for producing and processing pre-inception and post-placement documentation, premium processing, proportional treaty processing, claims handling, credit control, and file/record management.
Key Accountabilities
Treaty Accounts Processing
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Process proportional treaty accounts and premium adjustments in line with slip conditions and internal procedures.
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Maintain reconciliations of technical accounts as per internal standards.
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Monitor and review the technical position of treaty accounts and premium adjustments.
Excess of Loss (XL) Claims
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Handle excess of loss claims and reinstatements from first advice through to settlement, in accordance with slip terms and internal procedures.
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Administer claims through to closure.
Communication
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Respond to internal and external queries in a timely and accurate manner.
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Liaise with Account Executives and the Accounts Department for query resolution where necessary.
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Escalate potential technical or financial issues to line management when required.
Document Production and Processing
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Review documents at key stages to ensure completeness and accuracy prior to processing.
Premium Processing
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Process transactions using internal broking systems (e.g., Trace ISYS OpenTWINS).
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Generate client accounting and market documentation and submit to the relevant markets and bureaux.
Credit Control
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Monitor premium payments and actively pursue outstanding funds to ensure settlement terms/PPWs are met.
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Liaise with Finance on outstanding balances and support reconciliation of unallocated cash, escalating issues as appropriate.
Management Information
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Produce and analyse statistics related to premium, brokerage, claims, renewals, etc.
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Maintain shared files and spreadsheets for reporting purposes.
File Management
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Ensure all correspondence, documentation, and data are stored according to internal best practice and audit requirements.
Compliance & Governance
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Ensure legal, market, and regulatory requirements are met across all areas of business placement and servicing.
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Maintain high technical standards to minimise rework and reduce E&O exposure.
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Support new process implementation in response to regulatory changes.
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Report suspicious financial activity to the Money Laundering Reporting Officer, as required.
General Responsibilities
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Uphold and promote the reputation and integrity of the firm at all times.
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Act honestly and fairly with colleagues, clients, and market professionals.
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Take responsibility for personal development and remain current with legal and market best practices.
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Complete all internal and external training as required.
Knowledge & Skills Required
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Market experience with a broker, underwriter, or bureau.
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Strong IT skills, including Microsoft Word, Outlook, and Excel.
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Technical insurance knowledge equivalent to Cert CII, or demonstrable experience.
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Excellent written and verbal communication skills.
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Strong time management, prioritisation, and organisational abilities.
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High level of accuracy and attention to detail.
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Understanding of FCA Insurance Conduct of Business rules and financial crime prevention.
As true market specialists we work in partnership with our candidates and clients, delivering unrivalled market knowledge and insight. Driven by our passion to become the partner of choice we offer tailored advice and guidance…
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Treaty Technician employer: Harrison Holgate
Contact Detail:
Harrison Holgate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treaty Technician
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, attend events, and connect on LinkedIn. The more people you know, the better your chances of landing that Treaty Technician role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss premium processing and claims handling in detail. We want to see your expertise shine through!
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've maintained reconciliations or managed documentation in previous roles. It’s all about proving you can handle the nitty-gritty!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Treaty Technician
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with treaty accounts and premium processing. We want to see how your skills match the job description, so don’t hold back on showcasing your relevant expertise!
Show Off Your Communication Skills: Since this role involves a lot of communication, be sure to demonstrate your written and verbal communication skills in your application. Use clear and concise language, and maybe even include examples of how you've effectively handled queries or liaised with teams in the past.
Highlight Your Attention to Detail: Given the importance of accuracy in this role, make sure to emphasise your attention to detail. We love candidates who can spot errors and maintain high standards, so share any experiences where you’ve successfully managed documentation or compliance tasks.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Harrison Holgate
✨Know Your Stuff
Make sure you brush up on your technical insurance knowledge, especially around treaty processing and claims handling. Familiarise yourself with the specific systems mentioned in the job description, like Trace ISYS OpenTWINS, so you can speak confidently about your experience.
✨Showcase Your Communication Skills
Since the role involves responding to queries and liaising with various departments, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, especially when resolving issues or managing client expectations.
✨Demonstrate Attention to Detail
This position requires a high level of accuracy, so be ready to discuss how you ensure precision in your work. Bring examples of how you've maintained reconciliations or processed documentation accurately, and highlight any tools or methods you use to minimise errors.
✨Prepare for Compliance Questions
Given the importance of compliance and governance in this role, review the FCA Insurance Conduct of Business rules. Be prepared to discuss how you've adhered to regulatory requirements in previous positions and how you stay updated on changes in the industry.
