Finance Assistant

☞ Davies Group

View: 111

Update day: 11-06-2024

Location: Stoke-on-Trent West Midlands

Category: Finance / Bank / Stock

Industry: Insurance

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Job content

Claims Finance

To manage client funded bank accounts on behalf of all Claims Management teams and their clients and to produce monthly Claims Management reconciliations and statements using Excel, alongside supporting colleagues within the Claims Finance team.

Duties and responsibilities:
Undertake bank reconciliations and client reconciliations using Excel as per client and company requirements
Monitor and control client accounts and client funds in line with client and company service standards, escalating any issues internally or to clients as required
Investigate and resolve reconciliation queries in a timely manner
Record all receipts and credits in a timely manner
Complete payment processes via online banking, cheque and internal systems
Process cheques in and out plus bank cheques
Process Davies fee payments
Process bank account applications
Answer and resolve telephone and email queries in a timely manner
Liaise with staff from across the Davies Group and external clients
Support the oversight and development of the Claims Finance team including any training and development needs
Adhere to Company systems and procedures
Actively promote the principle of Treating Customers Fairly

Skills & Experience

Good reconciliation experience
Strong Excel skills

Ability to work to deadlines whilst prioritising work load
Must be able to multi-task
Excellent telephone manner and Customer Service experience
Excellent written and verbal communication
The ability to work in a team as well as individually.

Are you a Davies Person?

All Davies Group employees need to be able to demonstrate our Big IDEA, Inspire, Deliver, Empower and Aspire. It is essential all employees embed these behaviours in line with their job role.
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Deadline: 26-07-2024

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