Everywhen

Financial Planning and Analysis

• Perform reconciliation and process activities across Cash Posting and Allocation.
• Work with your manager to set and achieve yearly objectives.
• Manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.
• Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.
• Be proactively involved and support continuous improvement and lean initiatives.
• Support audit requests for information and process walk-through exercises.
• Ensure we are fully compliant within FCA regulations.

Finance Assistant

Insurance

• Ensure the smooth running of assigned portfolio on a day to day basis
• Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
• Be the first point of contact for day to day enquiries from clients, providers and other internal and external sources
• Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping consultants informed as appropriate
• Co-ordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries
• Prepare template client reports as request by Account Executive
• Resolve any identified discrepancies in provider documentation before sending to clients
• Periodically attend client meetings with the Account Executive, subject to agreement of the Account Handler Team Leader and team resourcing
• Maintain client records and data in line with Everywhen systems and protocols
• Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and Everywhen colleagues.

Finance Assistant

Insurance Account Handler