Experience

Meridian Risk Solutions Limited

• City of London, England, United Kingdom

• IBA technician at Meridian Risk Solutions Limited

  • Oct 2021 - Present



Talbot Underwriting Ltd

• London, England, United Kingdom

• IBA technician

  • Feb 2021 - Oct 2021



Alpha Underwriting Limited

• London, United Kingdom

• Insurance Bordereaux & Accounts receivable Administrator

  • Jun 2019 - Dec 2020

  Bordereaux Analyst and Accounts Receivable Administrator Alpha Underwriting Duties Include: • Downloading debiting and paid insurance sales reports from the custom website. • Analysing declared sales data from scheme clients. • Analysing all data ensuring no anomalies and all correct commission rates are applied. • Compiling sales and formatting the data into bordereaux to comply with multiple insurers requirements. • Recording completed bordereaux data onto the dashboard. • Generating statements and invoicing 300+ brokers monthly. • Daily banking – reconciling payments into the bank against the broker invoicing, insurer payments and commissions. • Formatting Microsoft Excel spreadsheets to communicate monies owed. • Credit control – chasing aged debtors, working with underwriters to maintain client relationships. • Resolving any queries raised by brokers and insurers. • Requesting refund requests and insurer payments from accounts payable. • Communicating between colleagues, brokers, clients, and insurers both verbally and written. • Developing processes to streamline procedures. • Ensuring company deadlines are met within good time. • Teamwork – utilising the team to delegate workloads and resolve problems. • Using Microsoft Teams to effectively work remotely. Practice Cover Duties Include: • Daily banking – reconciling payments into the bank against the broker invoicing, insurer payments and commissions. • Generating invoices for payment to Alpha Underwriting and Allianz. • Producing reports on Acturis. • Calculating IFA commissions based upon sales. • Allocating sales and commissions against Acturis and the custom Excel spreadsheet. • Collaborating with accounts payable to ensure deadlines are met. Ad-Hoc roles: • Generating management reports. • Join forces with colleagues to utilise employee engagement. • Supporting colleagues with IT related difficulties. • Remote working. Show less



Towergate Insurance

• United Kingdom

• Finance Administrator

  • Nov 2013 - May 2019

  Accounts Receivable (Mar 2018 – May 2019) • Receiving & analysing insurance sales declarations from clients. • Attention to detail and problem solving any issues. • Ensuring that the correct tax and commission rates are applied. • Credit control – ensuring declarations and payments are received within the agreed terms. • Transposing declaration in to the Travel and SSP Sector systems • Allocation and reconciliation, making sure both systems are matching. • Creating, matching and closing bordereaux on both systems. • Working to achieve budget targets • Communicating between other offices and clients both verbally and written. • Developing processes to streamline procedures. Medical Screening Administrator / Customer Service Advisor (Nov 2014- Mar 2018) supporting department Jan - May 2019 Inbound call centre • Answering inbound calls, establishing which type of service required, keeping within SLA requirements. • Entering customer’s medical information onto the Medi-Screen system and providing quotations for insurance extensions. • Selling travel insurance for coach travellers • Working towards sales goals and budgets • Following sales regulation procedures and scripts to ensure QA is above 95%. • Admin duties include: Checking and sending of letters and insurance policies, daily payment reconciliation and sending to finance, multi-tasking within calls to ensure data-entry information is kept up to date and answering colleague and client email enquiries. • Training and supporting new starters – utilising teaching skills to develop training schedules, procedures and writing processes and learning aids. Ad-Hoc: • Updating databases with client information external to official role. • Point of contact for E-shots, supporting brokers with login information for our online portal. • Organising, planning and executing employee engagement activities. • Interviewing candidates for Medical screening roles. • Supporting colleagues with IT technical difficulties. Show less