Account Technician
Madrid, SPAIN IT development
Job description
We are looking for an Account Technician, based in Madrid.
Your Team
Our team is committed to support the business by capturing and processing policy information; from submissions through to billing and collection. We pride ourselves on delivering excellent customer service and operational effectiveness for our clients.
The Impact You Will Have
Reporting to the Manager of Global Business Operations Spain, Operations (GBO), your primary responsibility will be to provide an efficient administrative and processing service to Underwriting, Accounts, Claims, Credit Control and our Brokers/Clients for our Marine and/or Aviation Lines of Business. Your responsibilities include reviewing and interpreting source underwriting materials to ensure all information is complete including broker presentation, slips, underwriting files and accounts.
Some of your specific responsibilities could include:
Handle accounts of medium complexity. Review and interpret source underwriting materials regarding completeness of required information - including broker presentation, slips, underwriting files and accounts / claims experience – and if required, escalation to UW in case of missing information.
Using all relevant information to accurately and efficiently populate IT system(s) with new and renewed business. Invoice customers and produce all relevant documentation, e.g. policies, certificates, endorsements to broker (or client), co-insurers in a timely and accurate manner.
Chase and reconcile premiums exploiting underwriting file and system entries in close collaboration with Credit Control. Liaise with brokers and/or Underwriters, to ensure timely premium payment.
Manage own daily, weekly and monthly workflow to ensure key performance indicators and service standards are met. Adherence to risk management and compliance procedure.
Develop effective working relationships with internal and external customers, including Underwriting, Accounts / Credit Control, Reinsurance Accounts and Brokers, attending relevant meetings, as required.
Support UAT and other tasks such as ad-hoc request as required
What You’ll Bring to the Role
Experience in the insurance sector
Alternatively, experience of administrative task in other businesses
Preferable: Completion of a recognized insurance qualification (or equivalent in the Financial sector)
Good knowledge Microsoft Office applications and experience of relevant business applications and systems
Ability to continuously develop technical and systems knowledge, business and insurance understanding
Basic understanding of relevant products, wordings, terms and conditions and coverages
Basic understanding of policy administration life cycle, including information collection, policy insurance, premium bookings, credit control, cancellation
Communication Skills - verbal / written communication and interpersonal skills
Task Planning – time management skills and experience of scheduling tasks in accordance with daily review of priorities
A willingness to learn and explore how AI can enhance your role and the broader organization is expected.
Fluent Spanish (native level) and English (working knowledge)
74490 | Operations | Professional | Non-Executive | Allianz Commercial | Full-Time | Permanent