The overall purpose of this role is to provide support for the team and to ensure the smooth and efficient running of the administrative aspects of the team’s caseload, ensuring a high level of quality and accuracy at all times.
Key Responsibilities:
* Set up new matter files in hard copy and on the file management system, including policy documements and diarising of file reviews.
* Handle all basic procedural checks and actions on new files and ensure that files are distributed to Claims Handlers.
* Conduct conflict searches on new files internally.
* Chase up information relating to the case as required.
* Assist claims handlers and supervisors with their daily To Do List.
* Assume responsibility for basic financial administration and transactions relating to the case eg requesting payments, dealing with accounts queries, office debits.
* Maintain accurate management and client information on an ongoing basis, in line with client protocols. Generate monthly reporting on cases for client review, using Excel and renewal reports as requested.
* Conduct billing administration, with input from case managers as required.
* Conduct post completion administration, including the archiving of closed files.
* Undertake basic clerical tasks on behalf of the team eg electronic filing, updating records and photocopying.
Technical Skills & Experience:
* Educated to GCSE level or equivalent with minimum C grade passes in Maths and English.
* Previous experience in an administrative role is essential. Ideally, this would be within a professional services environment.
* IT literate with a good working knowledge of Word and Excel.
* Knowledge/previous experience of database systems would be an advantage.
* Good keyboard skills are also essential.
Personal Skills:
* Quality and customer service oriented with a concern for accuracy and an eye for detail.
* Enthusiastic and flexible.
* Willing to contribute and support others as part of a team effort.
* Able to work to deadlines and prioritise own workload effectively.
* Able to progress tasks using own initiative, seeking guidance and input from others where appropriate.
* Confident oral and written communication skills