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  • Broking

Ref:VR/34571/GB

Job Title: Bordereaux Technician
Location: Surrey
Package: GBP23,000
Job Type: Permanent

Our Client and expanding independent broker is looking for an experienced accounts professional to join their growing accounts team.

Key Tasks of Role:

– Take responsibility for your own work, ensuring all queries are actioned within customer deadline or 72 hours (whichever is sooner)
– Collate, prepare and check all entries on monthly insurer Bordereaux ensuring they are completed in line with agreed timescales
– Ensure all banking has been allocated on a daily basis and appropriate action is taken on any payments that cannot be allocated
– Take responsibility for daily cashbook production, ensuring all payments are allocated correctly and errors identified and resolved
– Assist in the resolution of aged debt queries including daily report production and reconciliation
– Ensure all customer complaints are resolved in a way that treats the customer fairly at all times and refer to your Manager where required.
– Manage own workload and assess customers needs and then provide suitable advice whilst treating all customers fairly at all times with the firms procedures
– Ensure that at all times you conduct yourself in accordance with the Rules, Codes of Conduct and Guidelines as issued by the firm and FCA

Knowledge & Skills:

– Telephone Preference Service
– Approaching Customers
– Data Protection Laws
– Rapport Building (staff & customers)
– Marketing
– Objection Handling
– Relevant Products 04
– Communication: oral, written & verbal
– FCA rules and Customer Codes
– Organisation
– Internal procedures
– Selling
– Firm-specific and C & T Procedures
– Evaluation
– Questions to ask
– Sound Judgement
– Binding Authorities
– Planning & Learning
– Computer & Keyboard
– Application
– Questioning
– Diagnostic
– Supervisory skills

If you have the relevant experience or know someone that does please contact Gary Broz on 0203 727 2320 or email us at admin@lawesgroup.co.uk 

To view all Current Vacancies or for more information on our Refer a Friend scheme, contact one of our consultants or visit our website www.lawesgroup.co.uk

Please Note: Due to the sheer volume of applications we receive, we will only contact successful applications. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful.

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