Claims BDX Technician

Purpose of the role:

To provide accurate and efficient technical and administrative support to the Claims function, with primary responsibility for the processing, validation and management of claims

Principal Tasks

· Receive, review and process claims bordereaux in accordance with agreed procedures and timescales.

· Validate bordereaux information for completeness, accuracy and consistency before processing.

· Identify missing, incomplete, inconsistent or inaccurate claims data and work with relevant internal or external parties to resolve discrepancies.

· Ensure claims data is accurately recorded and maintained within relevant internal systems.

· Support the creation and maintenance of accurate claims records arising from bordereaux submissions.

· Review claims BDX information against existing claims records and identify potential duplicates, changes or inconsistencies requiring investigation.

· Reconcile bordereaux information against internal claims records and other relevant information, escalating discrepancies where appropriate.

· Monitor outstanding or overdue bordereaux and follow up with relevant stakeholders where information has not been received within expected timescales.

· Maintain accurate records of BDX received, processed, queried and outstanding to provide clear visibility of workload and processing status.

· Manage and promptly resolve internal and external queries relating to bordereaux processing and claims data.

· Liaise effectively with Claims colleagues regarding claims requiring additional review, clarification or action.

· Liaise with Finance and IBA colleagues where claims bordereaux have an impact on financial transactions, settlements, reconciliation or accounting entries.

· Support the production of claims data, management information and reports as required.

· Assist with the investigation and correction of data-quality issues and contribute to maintaining accurate and reliable claims information.

· Work with Claims Operations and other stakeholders to identify opportunities to improve, standardise and streamline BDX processes.

· Support the implementation of new processes, systems and technology relating to claims bordereaux and claims data.

· Follow appropriate controls and procedures when handling claims and financial information, escalating exceptions or issues promptly.

· Maintain appropriate documentation and audit trails relating to BDX processing and amendments.

· Ensure agreed service levels, processing deadlines and internal targets are met.

· Manage own workload effectively, prioritising work according to operational requirements and deadlines.

· Provide support to other members of the Claims team as required.

· Build effective working relationships with Claims, Broking, Finance, Operations and other internal stakeholders.

· Attend internal and external meetings as required.

· Undertake other reasonable duties consistent with the responsibilities of the role.

Qualifications & Experience:

Essential skills

· Good GCSE/A level grades or equivalent relevant experience.

· Previous experience within insurance, claims, broking, operations or a data-processing environment would be beneficial.

· Experience of working with bordereaux, insurance data or high-volume transactional data would be advantageous.

· Good working knowledge of Microsoft Excel, with the ability to review, organise, reconcile and manipulate datasets accurately.

· Proficient in Microsoft Word, Outlook and other standard Microsoft Office applications.

· Strong numeracy skills and confidence working with financial and claims data.

· Excellent attention to detail with a strong focus on accuracy and data quality.

· Ability to identify discrepancies and investigate issues methodically.

· Strong organisational and time-management skills.

· Ability to manage recurring deadlines and competing priorities.

· Ability to work independently while also contributing effectively as part of a wider team.

· Good written and verbal communication skills.

· A positive, proactive and solution-focused approach.

Person Specification:

The right candidate will be a diligent, organised and collaborative individual with high standards of professional endeavour, integrity, confidentiality, financial propriety and personal conduct.

The candidate will have a strong eye for detail and take ownership of the accuracy and quality of their work. They will be comfortable working with claims data and undertaking detailed and repetitive processing where accuracy, consistency and timely completion are critical.

They will be expected to behave in a way that upholds and promotes the good name and reputation of Price Forbes and treat as paramount the quality of service provided to internal and external clients, particularly in relation to accuracy, responsiveness and timely delivery.

The successful candidate will communicate clearly and professionally, work collaboratively with colleagues across Claims, Broking, Finance and Operations, and proactively raise issues where information is incomplete, inconsistent or requires further investigation.

They will be expected to deal honestly and fairly with fellow employees, clients and others within the insurance profession and value other team members as colleagues.

Taking responsibility for their own learning and development is important. The role holder should maintain and develop their understanding of claims processes, systems, data requirements and relevant market practices, and ensure all internal and external training obligations are fulfilled.