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Jacqueline Roberts17 Somerset Avenue, Rochford, Essex SS4 1QB01702 547080 (Home) 07973535718 (Mobile)
Email address: [email protected]
Skills & Experience Summary:
Overview: An efficient and effective team member with expertise in administration, credit control, customer service and problem solving. Over 36 years’ experience within the international financial services environment.
Skills: Numerate and computer literate, well organized with good administration skills and is able to take decisions and solve problems within a regulated environment. Committed to the provision of high quality service to clients.
A good team player who also works well on own initiative A good listener and persuasive negotiator, who communicates with strong
inter-personal skills and builds long term business relationships with clients and colleagues
Works well under pressure and to tight deadlines, is thorough and methodical with an eye for detail.
IT Skills: Microsoft Word 2013, Excel 2013, Internet, Outlook 2013, Eclipse, RAMS, MACAS, Swordfish, Citibank
Personal: Self-motivated, quick to learn, versatile, honest & trustworthy, loyal, reliable with a good sense of humor.
Training: Time Management, Negotiation skills, Telephone Techniques, Credit Control, Bookkeeping Principles, Team Building, Introduction to Reinsurance, Professional Behavior, Working with Change and Desk Top training.
Effective communication, presentation skills, understanding Insurance accounting, Excel, Word.
Employment History:
1985 - 2015 Markel International Insurance Company / Syndicate 3000
Technical Accountant (Inwards Business)
Joined as Technician accounts clerk working on the inwards Bowring account also processing documentation from brokers relating to Marine, Aviation and Non-Marine Insurance. Then took over the responsibility of both inwards accounts (payments) and Outwards accounts (collections).
In the last 3 years responsibility has changed to overseeing the administration of the Markel Sweden office account.
Key Activities 2011 – 2015 Credit Control and Technical processing of the Markel Sweden Office
account. Reconciliation of broker’s accounts and administration of payments. Cash allocation of both premiums and claims. Liaison with Sweden Underwriters, Claims Manager and back office. Citibank online direct banking
Processing of premiums relating to Marine, General Liability, Fine Art and Collectables, Directors and Officers, Professional Indemnity & Commercial Crime.
Production of status reports and commentaries for management. General correspondence, administration and document management
Key Activities 1985 – 2011 (Outwards Reinsurance Credit Control and Special Projects teams)
Credit Control to collect overdue broker accounts, for both Inwards and Outwards Reinsurance.
Telephone & Email liaison with brokers to resolve problems relating to accounts. Responsibility for a portfolio of accounts M & D premiums payments Reconciliation of broker’s accounts and administration of payments and receipts. Matching cash to technical entries on various in house systems, investigating and
clearing unallocated cash where required. Ability to write off up to 100 currency units. Production of status reports for management General correspondence, administration and document management Liaison with Finance, Claims, Reinsurance, IT Departments.
1982-1985 Harbour Assurance Company (UK) Ltd
TechnicianProcessing of premiums and claims. Reconciliation of broker accounts and administration of payments and receipts.
1980-1982 QBE Insurance
Technician/ SwitchboardProcessing of premiums, reception cover, answering switchboard, Greeting clients and brokers.
1978-1980 Joseph Hadley Insurance Brokers Ltd
XL Technician
Creating new contracts, preparing for submission to the bureau (Lloyds /PSAC/ ILU) Working with the placing brokers on any issues raised Processing the Addition Premium /Reinstatement Premium and Premium Adjustments when needed creating debit / credit notes to ensure the movement of funds.
Education: 1973 -1978 The King Edmund School, Rochford. (Inc Mathematics & English)
9 CSEs
Interests: Family, Socialising, Gardening, Home Improvement, Cake decorating, I am chairman of Southend Cake Decorators club.
References available on request.
