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Senior Executive Officer - Claims and Insurance Unit (EA Employees Only)

Tyrone-Omagh-Omagh Officesenior

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Quick Summary

Requirements Summary

a. Typing (using Microsoft Word to process letters, memos, reports etc) b. Diary management (using Mi

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JOB DESCRIPTION

REPORTS TO: Claims and Insurance Manager

RESPONSIBLE FOR: Investigation of claims lodged under the Education Authority’s self-insurance arrangements and processing of commercial insurance claims. Recovery of debts and recoupment of monies due to the EA in respect of third party accidents. Providing advice and guidance to a wide range of stakeholders.

JOB PURPOSE

Ensure efficient and effective investigation and handling of claims and potential claims.
Ensure efficient and effective reporting of all commercial insurance claims.
Assessment and identification of potential high risk areas for purposes of reducing the Authority’s claims experience.
Giving and obtaining advice for officers, principals and Boards of Governors in relation to their statutory responsibilities and duty of care
Debt recovery and third party accident recoupment.

MAIN DUTIES AND RESPONSIBILITIES

INVESTIGATION AND HANDLING OF PUBLIC AND EMPLOYERS LIABILITY CLAIMS

To carry out investigations of claims and potential claims including visiting the accident scene, interviewing witnesses and assessing a range of factual information.
To prepare, compile and produce preliminary investigation reports in relation to each claim and identify all witnesses, documents and other evidence required to defend cases when such course of action is adopted.
To consult and liaise with professional advisers on self-funding arrangements for the purpose of establishing the Authority’s legal liability for each claim.
Provide full instructions to the Authority’s appointed solicitor. Full co – operation shall be given to assist with the preparation of a defence to the action.
Ensure that the instructed solicitor provides comprehensive legal advice.
Ensure that telephone, email or fax messages from EA Officers, solicitors and witnesses are answered promptly.
Collate all documentation necessary for the defence of each claim.
Use best endeavours to ensure claims are settled in a timely manner on the best negotiable terms where there is a proven legal liability.
To attend court hearings, consultations and inspections on behalf of the Authority as and when required.
To draw attention to areas where the Authority’s claims experience identifies potential risks.
Assign relevant reserves to claims and review reserves on a quarterly basis.
Ensure that legal costs payable to the Plaintiff/Claimant are correctly calculated and are in compliance with appropriate scale/guidance. Also ensure that legal costs payable to EA’s legal representatives are in accordance with appropriate tender arrangements.

COMMERCIAL INSURANCE

To consult and liaise with the appointed agents of the Authority, Council for Catholic Maintained School and Comhairle na Gaelscolaiochta in relation to the provision of commercial insurance cover where it is the Authority’s policy or obligation to provide insurance and to be familiar with the details of the cover effected.
To be responsible for the reporting and processing of all commercial insurance claims.
To provide information regarding all uninsured losses or fruitless claims.
To provide statistical information/claims experience for each policy.

DEBT RECOVERY

To process recovery of debts owed to the Authority including negotiation of repayment arrangements with debtor.
To prepare documentation for the Small Claims Court and Enforcement of Judgements Office.
To attend Small Claims Court hearings when required.
To refer debts to Education Authority Solicitors or other nominated solicitors where appropriate.

THIRD PARTY ACCIDENTS

To liaise with the appropriate Education Authority officers and the employers legal representatives regarding any recoupment due to the Authority.
To seek recoupment of any monies due to the Authority in relation to third party accidents.

GENERAL

To offer advice and guidance to schools and officers with particular reference to work experience scheme and associated indemnities, third party - use of premises, claims and parental complaints.
To co – operate in the implementation, development and management of information technology for Claims and Insurance Unit.
To undertake other reasonable duties appropriate to the grade including when necessary provision of administrative support to Claims and Insurance Manager and/or Head of Legal Services.

This job description will be subject to review in light of changing circumstances and is not intended to be rigid and inflexible but should be regarded as providing guidelines within which the individual works. Other duties of a similar nature and appropriate to the grade may be assigned from time to time.

In accordance with Section 75 of the Northern Ireland Act (1998), the post-holder is expected to promote good relations, equality of opportunity and pay due regard for equality legislation at all times.

To view the summary of terms and conditions for this post, click here.

PERSON SPECIFICATION

Factor

Essential Criteria

Method of Assessment

Qualifications/
Experience

Hold a third level qualification i.e. degree, HNC/D or equivalent or higher in a Business, Administration or Financial related subject and have a minimum of three years' experience*

have a minimum of five years experience*

*please note experience must be in a paid capacity providing high quality administrative support to a senior manager including responsibility for:

a. Typing (using Microsoft Word to process letters, memos, reports etc)

b. Diary management (using Microsoft Outlook to send/receive e-mails)

c. Drafting of correspondence

d. Dealing with telephone queries from EA officers, schools, members of the public etc.

Paper-based sift of applications

Section 2 - Essential Criteria

The following are additional essential criteria which will be measured during the interview/selection stage in line with EA’s Game Changing People Model.

Factor	Essential Criteria	Method of Assessment
Knowledge	Knowledge of legal and/or insurance work. Knowledge of confidentiality duties in terms of personal data and legally sensitive documentation and information and ability to exercise discretion in dealing with confidential or sensitive matters.	Interview - if it is determined that this is necessary to confirm the appointment decision
Skills/ Abilities	In line with EA’s Game Changing People Model we will look for evidence of: Ability to communicate effectively and to build and maintain working relationships. Good organisational skills and ability to plan, prioritise and manage a busy workload to deliver effective results on time. Investigatory skills Ability to draft correspondence. Ability to work under pressure and meet strict deadlines. Ability to demonstrate initiative and inquisitiveness, work flexibility and resolve complex matters with minimal direction and supervision. Ability to work as a member of a team. Enthusiastic.	Interview - if it is determined that this is necessary to confirm the appointment decision
Values Orientation	Evidence of how your experience and approach to work reflect EA’s ethos and values. You will find information about our Values here.	Interview - if it is determined that this is necessary to confirm the appointment decision

Section 3 - Desirable Criteria

Some or all of the desirable criteria may be applied by the Selection Panel in order to determine a manageable pool of candidates. Desirable criteria will be applied in the order listed. You should make it clear on your application form how, and to what extent you meet the desirable criteria, as failure to do so may result in you not being shortlisted.

Factor

Desirable Criteria

Method of Assessment

Experience

Demonstrable experience of working in a legal or insurance environment.

Paper-based sift of applications

Our Values

Through the selection process we will also seek evidence that the personal values of candidates align with those of the EA. This will include evidence of commitment to equality and excellence in service delivery. These reflect our aim which is to meet the needs of all our children and young people equally, removing barriers to learning and ensuring equality of access to excellent education services so that every child can develop to his or her full potential.

DISCLOSURE OF CRIMINAL BACKGROUND

The Safeguarding Vulnerable Groups (Northern Ireland) Order 2007 defines working directly with children or young people or in specified places as ‘regulated activity’.

In the event that you are recommended for appointed to a post that involves ‘regulated activity’, the Education Authority will be required to undertake an Enhanced Disclosure of Criminal Background. Please note that you WILL be expected to meet the cost of an Enhanced Disclosure Certificate. Details of how to make payment will be sent to you at the pre-employment stage.

Further information can be accessed on www.nidirect.gov.uk/campaigns/accessni-criminal-record-checks or www.justice-ni.gov.uk/articles/about-accessni.

APPLICANT GUIDANCE NOTES

To view the applicant guidance notes, please click here.

The Education Authority is an Equal Opportunities Employer