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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