Trainee / Associate - Client Services

To provide services to simple and medium complex Client/Carrier portfolio with Proportional Treaty placement and deal with post placement accounting activities.

Ensure appropriate level of service is provided to all these Clients within their area of responsibility.

• Analyse technical Proportional Treaty client documentation / bordereaux received from assigned clients ensuring compliance with contractual conditions. Handle client queries in respect of the accounts as appropriate
• Work independently (or with the Account Manager / Client Service Advocate) to manage and resolve queries from Clients and Claims adjusters / Reinsurers, seeking assistance as required, ensuring escalation where necessary, and resolution with minimum delay
• Understand the contractual obligation / condition and coverage of a placement
• Manage workload / volumes and delivery expectations as per business requirement
• Develop a sound understanding of the business process
• Ensure adherence to compliance and operate within the guidelines of internal and external regulators. Ensure that all statutory and company procedures are followed while processing work to protect clients, colleagues and the business interests of the company
• Ensure ongoing, effective relationships with stakeholders (Internal/external)
• Works proactively with peer group and team members to share knowledge to achieve the best results for the clients
• Ensure that all Financial aspects (including but not limited to Uncorrelated Cash and Bureau debt) are handled timely and where possible, pre-emptive action is taken at an appropriate level to avoid such issues occurring
• Ensure all relevant reports (Operational and Financial) are reviewed on a timely basis and relevant comments are updated
• Support Placing team and Account Manager / Client Service Advocate by producing accurate and updated renewal information when requested

• Commerce Graduate
• Business Communication – Written & Verbal
• Analytical skills (including but not limited to - Eye for detail, Interpretation of documents)