Operations Assistant/insurance Technician - Madrid, España - Page Personnel España

Page Personnel España
Page Personnel España
Empresa verificada
Madrid, España

hace 2 semanas

Isabel García

Publicado por:

Isabel García

beBee Recruiter
Descripción

Operations:

 Enter risk and policy data in to the Operation system(s) within the defined Service Level Agreements.

 Provide feedback and follow up branch requests with IT team in order to accomplish needs.

 Work with the Operations team, Active Underwriter, Underwriting teams, and IT on a continuous basis to review and monitor key underwriting controls including UW ones (PBQA), production.

 Enter schedule data and quotations accurately into the system in an accurate and timely manner following internal timings.

 Log all bound, quoted, working and declined risks into the business log immediately.

 Produce standard and ad-hoc reports as required.

 Understand and work on all Operations and Administration systems, Salesforce (data processing), SPARC & Eclipse (Production and Premium management)

 Ensure TAXES are correctly declared and processed internally. Review signings to avoid mismatching which cause differences in PRM allocations.


Administration:

 Issue policies, endorsements or certificates, of bound business, coordinately.

 Ensure company, market and client related documentation are issued (internally and externally) accurately and on time.

 In collaboration with the Underwriter(s), Ensure that Underwriting files are complete and accurate. Obtain any outstanding items from the underwriting team or broker.

 Control manage and follow up RI front and Outwards premiums and accounts in order to ensure a good service and efficiency between companies and us.

 Participate, understand and assist in the implementation and improvement of the Underwriting Process of the branch and follow up processes and internal rules and controls as established.

 Start, control and follow up TOBA signing process between the company and brokers ensuring systems are updated and records include signed documentation.

 Ensure Claims are properly reported and follow up with claims manager. PRM status vs claims in clients and accounts.

 Ensure previous years audit gaps reported are correct and information is in well order for each and every client.


Credit Control:

 Assist in controlling debt in a weekly basis focusing in keeping older debt empty.

 Ensure stage and comments for Finance team are up to date in the finance system.

 Manage the issuance of monthly statement to the brokers and coordinate with the business regarding outstanding premiums. Save all statements, bordereaus and closings per client in daily basis.

 Follow up coinsurance / Claims and other outwards payments are done and identified.

 Assist with credit control and provide support to the credit control team with aged debt and excess cash queries when required as well as data reporting.

 Manage important cash accounts before they fall into AGE DEBT in order to avoid amounts impact and get the premiums dully paid as early payments. Assist with and investigate any directly received cash in the bank accounts to establish allocation to Policies identifying and controlling missing amounts.

 Undertake other appropriate ad-hoc tasks as requested by the management team

Great projection|Multinational environment

A high level of English and experience in the insurance sector are completely mandatory.


The ideal profile would be someone with between 1 and 3 years of experience in a multinational insurer, who is used to speak in English on a regular basis in his position or with experience abroad.

Multinational insurer with a growth trend at a global and local level.

Luncheon vouchers, medical and life insurance, pension plan, English classes, internal events, mentoring...


We are looking for someone with admin and operations skills, with at least 1 year of experience in the insurance market and a really high level of English.

Operations Assistant/Insurance Technician - Global Insurer
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