Account Handler

Accountabilities:

Support customer communications through calls and written correspondence to address routine contract, billing, and commercial queries, escalating complex matters as appropriate.

Assist with the administration of the contract lifecycle, including reviewing contract amendments, renewals, and terminations, in line with established procedures to ensure billing is in line with contract changes.

Review standard commercial terms, pricing information, and contractual obligations for completeness and accuracy, referring exceptions to more senior colleagues.

Perform assigned financial activities, including accounting, financial analysis, audit and tax support, credit, collections, billing, and reporting.

Prepare and maintain standard financial reports, schedules, reconciliations, and supporting documentation using established templates, procedures, and controls.

Provide data and analysis to support financial plans, forecasts, policies, and commercial reviews.

Apply established accounting, financial, and reporting policies and controls to assigned work and promptly raise identified discrepancies.

Analyze routine financial and operational information, investigate standard variances, and provide findings or recommendations within defined guidelines.

Complete structured assignments within agreed timelines and quality standards, seeking instruction, guidance, or review from more senior colleagues when needed.

Build effective working relationships with key stakeholders and contribute to defined project activities within the role’s area of responsibility.

Develop working knowledge of finance, commercial operations, and relevant UK&I Insurance processes through training, coaching, and practical experience.

Perform other related duties as assigned, under appropriate guidance.

Qualifications:

Bachelor’s degree holder or at least completed 2 years in college with no back subjects

At least 2 years of BPO experience

Must have excellent written and verbal communication skills and the ability to effectively collaborate with relevant stakeholders

Strong administrative and organizational skills

Experience of reviewing and interpreting contracts desired

Excellent communication and interpersonal skills

Able to identify routine business requirements and raise observations or improvement opportunities to senior colleagues

Ability to multitask, with a strong attention to detail

Experience with Excel, Word, Outlook and other Microsoft Office tools

Able to use Microsoft Office packages

Use of Salesforce / CRM programs is preferred

• •Knowledge of the insurance industry would be an advantage
• •Ability to quickly learn and apply enterprise AI tools and technologies to support technical workflows and business objectives.







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