Account Handler

Accountabilities:

• Support customer communications through calls and written correspondence to address routine contract, billing, and commercial queries, escalating complex matters as appropriate.
• Assist with the administration of the contract lifecycle, including reviewing contract amendments, renewals, and terminations, in line with established procedures to ensure billing is in line with contract changes.
• Review standard commercial terms, pricing information, and contractual obligations for completeness and accuracy, referring exceptions to more senior colleagues.
• Perform assigned financial activities, including accounting, financial analysis, audit and tax support, credit, collections, billing, and reporting.
• Prepare and maintain standard financial reports, schedules, reconciliations, and supporting documentation using established templates, procedures, and controls.
• Provide data and analysis to support financial plans, forecasts, policies, and commercial reviews.
• Apply established accounting, financial, and reporting policies and controls to assigned work and promptly raise identified discrepancies.
• Analyze routine financial and operational information, investigate standard variances, and provide findings or recommendations within defined guidelines.
• Complete structured assignments within agreed timelines and quality standards, seeking instruction, guidance, or review from more senior colleagues when needed.
• Build effective working relationships with key stakeholders and contribute to defined project activities within the role’s area of responsibility.
• Develop working knowledge of finance, commercial operations, and relevant UK&I Insurance processes through training, coaching, and practical experience.
• Perform other related duties as assigned, under appropriate guidance.

Qualifications:

• Bachelor’s degree holder or at least completed 2 years in college with no back subjects
• At least 2 years of BPO experience
• Must have excellent written and verbal communication skills and the ability to effectively collaborate with relevant stakeholders
• Strong administrative and organizational skills
• Experience of reviewing and interpreting contracts desired
• Excellent communication and interpersonal skills
• Able to identify routine business requirements and raise observations or improvement opportunities to senior colleagues
• Ability to multitask, with a strong attention to detail
• Experience with Excel, Word, Outlook and other Microsoft Office tools
• Able to use Microsoft Office packages
• Use of Salesforce / CRM programs is preferred
• Knowledge of the insurance industry would be an advantage
• Ability to quickly learn and apply enterprise AI tools and technologies to support technical workflows and business objectives.

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