Job Description JOB SPECIFICATION JOB TITLE: CLAIMS EXECUTIVE REPORTING TO: Vicky Hendry DIRECT REPORTS: LOCATION: Glasgow QUALIFICATIONS: Preferred but not essential DATE OF CURRENT JOB SPEC: 5 July 2024 SIGNED: ………………………………………… DATED: ………………………………………… Overall Purpose of Job Key Performance Indicators (KPI’s) (where appropriate) To provide an efficient, high quality, professional claims service to clients and internal customers (trading teams) of the Company. Responsibilities To effectively and pro-actively administer and negotiate claims settlements on behalf of clients. Complaints & Service issues observed, along with regular compliance file checks Negotiating to reach the best settlement possible for our clients whilst maintaining a good relationship with insurers. Participate in relationship management functions with senior insurer/suppliers. To provide support and assistance to the claims manager for any duties assigned to you. To deal with telephone enquiries/correspondence promptly referring the query to the appropriate person when the enquiry falls outside own knowledge and experience. Liaise and advise clients, colleagues and i nsurers on claims procedures, queries and technical liability queries Co-ordinate the appointment of our nominated Loss adjusters & solicitors on behalf of the clien t. Develop and maintain good relations with our partner insurers & suppliers. To adhere to claims service standard of new claims handled within two days of receipt and post handled within 5 days of receipt. Provide accurate technical advice on policy coverage and explain the claims process dependant upon the insurer involved Administration Create and maintain accurate records and files including both hard copy and I.T. system records as appropriate and in line with Claims Procedures Manual Claims Management Reports and File Checks, with no more than 10% of files rejected for any reason. Preparation of claims experience reports for Account Executives upon request. To maintain a diary system ensuring that outstanding claims are regularly reviewed and settled. Training & Development Understand and follow the Company’s Training & Competence Scheme. Evidence of Continuing Professional Development (CPD) Continually improve personal knowledge through appropriate training and learning opportunities. Keep abreast of market developments. Complaints No upheld complaints (of significance) Compliance Thorough knowledge of FCA rules and guidelines relating to customers (for example, Consumer Duty, Treating Customers Fairly, Conflicts of Interest). Annual assessment carried out of files and CPD records. Monthly Audit reviewed and outcomes considered. Follow and adhere to the Company guidelines and policies, notably the Claims Procedures. Communication To perform an integral part of the Group sharing knowledge and experience wherever possible and having a good working relationship with the Management Team. Overall Experience Handling all types of general insurance related claims, such as; Motor Fleet, Commercial Combined, Motor Traders Combined, Combined Liabilities including Construction & C.A.R., Retailers / Office packages, Commercial Property Owners, Professional Indemnity, Directors & Officers / Trustees Liability, Commercial Legal Expenses, Marine Transit, Engineering including Computer, All Risks, Inspections Signed off as Competent by line manager to perform role. IT Skills: Essential: MS Word MS Outlook Excel Acturis Keyboard skills Accurate data input skills Preferred: Knowledge of General Insurance fundamentals and underlying legal principles Thorough knowledge of claims reporting procedures within current reforms. Qualifications & Capabilities Cert CII. High standard of integrity & organisational skills with an ability to work to deadlines on your own and as part of team, supporting, assisting and co-operating with colleagues at all times. The ability to form and sustain relationships with colleagues at all levels. Excellent interpersonal and communication skills. Encourage respect for individuals and teamwork. Ability to construct written communications that are effective and meet business needs and have successful track record in the integration and functionality of these. Customer-centric approach recognising significance and importance of customer needs