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and your team to ensure that we are delivering an excellent service that meets the needs of the business. You will therefore need to be a good communicator, confident and self-motivated whilst displaying company values.\n\n**Core Responsibilities**\n\n* Ensure compliance with SRA accounts rules and HOFA requirements\n\n\n\n* Finance transactions are processed and completed in a timely and accurate manner\n\n\n\n* Processing payments to customers throughout their claim in line with regulatory requirements and SLA's\n\n\n\n* Ensure cheques received into the business are banked in a timely and accurate manner, ensuring daily reconciliations and banking reports are completed in accordance with agreed processes\n\n\n\n* Ensure daily allocated tasks are posted accurately and completed in accordance with agreed processes.\n\n\n\n* Processing costs and disbursement payments in line with relevant instructions\n\n\n\n* Financial procedures relating to reconciliation and payment activity.\n\n\n\n* Electronic data inputting and data reconciliation.\n\n\n\n* Archiving, scanning, photocopying.\n\n\n\n* Electronic data inputting and data reconciliation.\n\n\n\n* Maintain and update the case management system.\n\n\n\n* Data interrogation, numeracy reconciliation and ability to use Microsoft Office.\n\n\n\n* To undertake any other tasks as deemed relevant and reasonable by the business.\n\n\n\n* To undertake general office duties as and when required\n\n**Key Performance Indicators**\n\nThe following KPIs will apply to you; this list is not exhaustive and may change as the business develops:\n\n* Ensure money is processed in a timely manner avoiding any breaches of SRA Accounts Rules.\n\n\n\n* Ensure daily allocated tasks are posted accurately and completed in accordance with agreed processes.\n\n\n\n* Ensure training is provided and completed in order for daily allocated tasks to be completed in accordance with agreed processes\n\n\n\n* Your performance will be reviewed on a monthly basis through one-to-one meetings with your Line Manager.\n\n**Person specification**\n\n**Essential**\n\n* Experience of working in a high volume and delivery focused finance environment.\n\n\n\n* Highly organised and able to work under pressure to strict deadlines.\n\n\n\n* Ability to prioritise and plan with excellent time management skills.\n\n\n\n* Excellent attention to detail.\n\n\n\n* Good communication skills and able to communicate at all levels.\n\n\n\n* Dynamic, proactive, self-motivated and uses own initiative.\n\n\n\n* Good Microsoft skills, including word and excel.\n\n**Desirable**\n\n* Understanding of SRA accounts rules and ideally worked within a legal environment.\n\n\n\n* Previous experience of working with Proclaim operating systems, or another similar Finance IT system.\n\n\n\n* Shows a willingness to get involved and have a hands on approach.\n\n\n\n* Robust - able to deal with changing circumstances and challenging situations whilst still achieving objectives.\n\n\n\n* Team Player and acts as a role model to your colleagues, working together to achieve business and team goals. 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Insurance & Superannuation in Crigglestone
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Case Resolution - Cash Transaction63093917244545120
Indeed
Case Resolution - Cash Transaction
**Job Summary** Ensure the accurate and efficient processing of financial instructions ensuring that SRA Accounts Rules are complied with and the required SLAs are met. This role will also require working with the organisation and your team to ensure that we are delivering an excellent service that meets the needs of the business. You will therefore need to be a good communicator, confident and self-motivated whilst displaying company values. **Core Responsibilities** * Ensure compliance with SRA accounts rules and HOFA requirements * Finance transactions are processed and completed in a timely and accurate manner * Processing payments to customers throughout their claim in line with regulatory requirements and SLA's * Ensure cheques received into the business are banked in a timely and accurate manner, ensuring daily reconciliations and banking reports are completed in accordance with agreed processes * Ensure daily allocated tasks are posted accurately and completed in accordance with agreed processes. * Processing costs and disbursement payments in line with relevant instructions * Financial procedures relating to reconciliation and payment activity. * Electronic data inputting and data reconciliation. * Archiving, scanning, photocopying. * Electronic data inputting and data reconciliation. * Maintain and update the case management system. * Data interrogation, numeracy reconciliation and ability to use Microsoft Office. * To undertake any other tasks as deemed relevant and reasonable by the business. * To undertake general office duties as and when required **Key Performance Indicators** The following KPIs will apply to you; this list is not exhaustive and may change as the business develops: * Ensure money is processed in a timely manner avoiding any breaches of SRA Accounts Rules. * Ensure daily allocated tasks are posted accurately and completed in accordance with agreed processes. * Ensure training is provided and completed in order for daily allocated tasks to be completed in accordance with agreed processes * Your performance will be reviewed on a monthly basis through one-to-one meetings with your Line Manager. **Person specification** **Essential** * Experience of working in a high volume and delivery focused finance environment. * Highly organised and able to work under pressure to strict deadlines. * Ability to prioritise and plan with excellent time management skills. * Excellent attention to detail. * Good communication skills and able to communicate at all levels. * Dynamic, proactive, self-motivated and uses own initiative. * Good Microsoft skills, including word and excel. **Desirable** * Understanding of SRA accounts rules and ideally worked within a legal environment. * Previous experience of working with Proclaim operating systems, or another similar Finance IT system. * Shows a willingness to get involved and have a hands on approach. * Robust - able to deal with changing circumstances and challenging situations whilst still achieving objectives. * Team Player and acts as a role model to your colleagues, working together to achieve business and team goals. Works well within a team but with the ability to work independently. **Equal Opportunities** Minster Law is committed to equality and diversity and being a workplace that creates a sense of belonging for everyone. We're an equal opportunity and disability confident employer. All applicants will be considered for employment regardless of age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, neurodiversity, or disability status. You can read more about our commitment to equality and diversity on the Minster Law website. **Final note** The Recruitment Team at Minster Law would like to thank you for applying for Employment with us. Due to the high volume of applications, please note if you have not heard back from us in 10 working days, you have not been successful on this occasion. Please continue to follow us on LinkedIn for more opportunities. Job Types: Full-time, Permanent Pay: £22,932.00-£24,000.00 per year Benefits: * Company pension * Cycle to work scheme * Free parking * Life insurance * On-site parking * Paid volunteer time * Referral programme * Sick pay Ability to commute/relocate: * Wakefield WF2 7UA: reliably commute or plan to relocate before starting work (preferred) Work authorisation: * United Kingdom (required) Work Location: Hybrid remote in Wakefield WF2 7UA
Wakefield, UK
£22,932-24,000
Customer Service Advisor63093596294531121
Indeed
Customer Service Advisor
**Overview** An exciting opportunity has arisen for a Customer Service Advisor to join Innovation 24 a dynamic and well-focused business which provides web-based intelligent software, devices and insurance products to the motor industry and fleet managers. We are presently looking to recruit a Customer Service Advisor to provide 1st Line Support to the Innovation 24 customer base. **Role purpose and summary** * Provide first line support to Innovation 24 customer base, which includes Inn-Track Retail. * Support diary management and bookings for Account Managers and Fitters. **Key responsibilities/accountabilities** * To be competent with each of the internal / external systems, and portals used by the organisation and its customers. * Understand and maintain the knowledge, comfortably discussing these systems with customers of all levels. * To respond to customer queries received via various support platforms, resolving all queries in a timely manner. * To make outgoing customer courtesy calls to ensure customers are happy and comfortable using the organisations software, devices and insurance. * To build, develop and maintain relationships with customers. * To keep internal systems up to date with customer information. * To upsell system enhancements and new products during customer engagement. * To prepare reports for management. * To highlight concerns and or problems to Customer Service Supervisor, line manager Senior Management team members in a timely and effective manner. * To understand and analyse telematics data in order to deal with customer queries. * To have a working knowledge of technical issues that may arise with the telematics devices and identify what / who is needed to rectify such issues. * To work alongside the development team to ensure that the systems being developed meet customer requirements. * To support training of new team members. * To effectively monitor and schedule on-site visits for the Account Management team. * Where necessary, assist with the scheduling of Fitting team. * Build and maintain a relationship with Aviva claims department. Deal with day to day queries on behalf of customers, and address any pressing issues. * To support Customer Service Supervisor and Customer Service Manager. * Ensure good relations and communications with all key stakeholders. * Observing and complying with GDPR. * To achieve objectives and targets set. * Carry out reasonable tasks as requested by your line manager. **Experience/skills/ knowledge/key qualifications** * Ideally previous experience completing a similar role within a fast paced environment. * Previous inbound and outbound customer service experience. * Proficient IT skills with intermediate knowledge of Microsoft Word and Excel and the ability to learn new software. **Person specification** * Demonstrable experience of taking ownership and full accountability for customers' requirements. * Able to effectively multi-task. * Customer focused. * Excellent verbal and written communication. * Ability to communicate and forge effective relationships with internal and external stakeholders / customers. * Confident in speaking with internal and external stakeholders. * The ability to prioritise recognising importance and urgency. * Demonstrate composure to stay calm when working under pressure. * Team player. * Demonstrate behaviour in line with Company values. **Key internal and external relationships and considerations** Internal stakeholders and relationships to consider: * Account Managers, for diary management and scheduling. * Fitters, for diary management and work scheduling. External stakeholders and relationships to consider * All external customers that Innovation 24 provide a service to, to support as necessary (queries, order processing, claims, device triage, cancellations etc.) * Aviva claims team, to ensure that claims are correctly managed and chase up customer queries. * Inn-Track Retail customer management, inclusive of order processing through to support and renewals. Job Types: Full-time, Permanent Pay: £23,000.00-£25,000.00 per year Benefits: * Company pension Schedule: * Monday to Friday Location: * Stockport SK6 2QU (preferred) Work Location: In person
Stockport, UK
£23,000-25,000
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