Client Accounts Technician

ERGO Group AG; Camden Town; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading insurance provider is seeking a dedicated professional in Camden Town to ensure excellent customer service and maintain high data quality standards. This role includes handling large datasets, resolving queries from clients, and providing technical support to internal teams. The ideal candidate will have a good understanding of technical accounting processes and insurance business.

Qualifications

• Good contractual knowledge of Insurance or Re-insurance business.
• Understanding of delegated authority knowledge preferred but not essential.
• Experience in handling large datasets and performing Quality Assurance checks.

Responsibilities

• Handle large datasets and perform Quality Assurance checks.
• Resolve queries from Delegated Authority clients.
• Support internal business units as required.

Skills

Customer service excellence

Data quality assurance

Technical accounting knowledge

Problem solving

Effective communication

Education

Relevant insurance qualifications

Job description

Overview

Ensuring excellent customer-service to Great Lakes clients and a high-level of data quality when it comes to system maintenance and processing. Good understanding of all of Great Lakes Insurance and Technical Accounting processes and to build relationships between Technical Accounting and their clients (External and Internal). Understanding our delegated authority model here at Great Lakes and providing clients with key support. Focus on the operation task within the RIA UK team. Produce high quality data and provide a high quality service to Internal and External clients, with appropriate escalation where necessary.

Responsibilities

• Handle large datasets and perform Quality Assurance checks for processing of BDX to a high standard.
• Resolve all queries received from our Delegated Authority clients.
• Provide support for all internal business units when required.
• Review and maintain all Technical items on the relevant company ledgers.
• Contribute to automation ideas for our team to perform to a high level.
• Adhere to Global processes to achieve effective and efficient ways of working.
• Support the Quarter End process where necessary.
• Provide technical support to our delegated authority business managers on all accounting topics.

Core Behaviors

• Nimble learning (we think big) - you actively learn by tackling new problems and trying out new solutions, quickly learning from both successes and failures.
• Collaborates (we lead the 'we') - you work together with others in your team, the department and wider business (where relevant) to meet shared commitments.
• Optimises work processes (we grow with our clients) - you know the most effective and efficient processes to get things done and are constantly assessing how they can be improved.
• Resourcefulness (we care and dare) - you find a way to get things done with the best use of the resources available to you, knowing when to ask for support from others, but also offering your support to others where you feel your expertise, knowledge and skills can add value.
• Communicates effectively (we are clear and authentic) - you communicate clearly and appropriately with your audience. You also share ideas, learn from others and keep stakeholders informed about progress, problems, opportunities and solutions, soliciting feedback along the way.
• You will demonstrate inclusive behaviour and encourage your colleagues to play an active role in creating an inclusive culture as well. You will treat your colleagues and sales and business partners fairly and with respect.

Regulatory & Conduct Requirements

• Satisfying all regulatory reporting requirements in collaboration with the reporting function.
• Ensuring compliance with Munich Re's Code of Conduct and the FCA Conduct Rules.

DEI Commitment

At Munich Re, Diversity, Equity, and Inclusion foster innovation and resilience and enable us to act braver and better. Embracing the power of DEI is at the core of who we are. We recognise diversity can be multi-dimensional, intersectional, and complex, so we want to build a diverse workforce that includes a wide range of racial, ethnic, sexual, and gender identities; economic and geographic backgrounds; physical abilities; ages; life, school, and career experiences; and political, religious, and personal beliefs. Additionally, we are committed to building an equitable and inclusive work environment where this diversity is celebrated, valued, and has equitable opportunities to succeed.

Good contractual knowledge of Insurance or Re-insurance business. Delegated authority knowledge preferred but not essential.

About Great Lakes Insurance SE

As specialty provider of primary insurance services in the UK, Great Lakes London Branch ("GLLB") is a substantial part of Great Lakes Insurance SE in Munich. Our interlocked business model is to seize opportunities closely connected to the reinsurance core business and innovation opportunities, in our role as an integral part of the Munich Re Group. Great Lakes Insurance SE operates from its headquarters in Munich, and via branch offices in UK, Ireland, Switzerland, Italy and Australia. Great Lakes Insurance UK Limited ("GLLS"), regulated by Prudential Regulation Authority and the Financial Conduct Authority, is a fully owned subsidiary of Great Lakes Insurance SE and acts as the preferred facilitator of agency insurance business in the UK in the post-Brexit world.