- Ensure the accurate submission of internal and client MI across clients
- In collaboration with the MI Team provide training and guides to fee earners to enable accuracy of data completion
- Assist in the onboarding of new client MI requests
- Central point of contact and subject matter expert for queries from fee earners regarding MI completion
- In collaboration with the MI team provide exception reporting and tracking of MI compliance issues for the purposes of performance management.
- Analyse data to identify best practice and improvement opportunity across clients and departments
- Provide support to team managers to assist in the cultural change requirement to make MI completion and day to day activity, identifying influencers within the teams to assist
- Monitor compliance with the client SLA, particularly regarding finance and billing.
- Liaison with client vendor management regarding queries in relation to data and systems and being a point of contact in the absence of the Senior QA and Client ops manager
- Handle specific regulatory requirements around delegated authority work
- Collaborate with finance to affect the smooth running of the e-billing process
- Collate information and assist BD in preparation for contract review and any due diligence requests
- Ensure information is stored and archived in line with best practice guidance Performance Management
- Review information from a number of sources, including client MI reports and QA, to analyse performance against KPI's and identify areas for improvement and share best practice across departments
- Making recommendations for improvement areas and remedial actions
- Prepare presentations to the client in collaboration with client operations management in relation to the above
- Attendance at client performance meetings with the Senior Client Operations manager, and responding to queries raised by the client where appropriate
- Collating and reviewing information from a number of resources to identify opportunities to provide value add opportunities to the client
- Supporting the Senior Client Operations Manager to deliver on continuous improvements identified
- Review all training materials to ensure they are up to date with new initiatives and processes
- Assist in the delivery of annual SLA training programme to respective client fee earners as well as supporting new processes and initiatives with all training and assistance required
- Work with Senior Client Operations Manager to develop induction programmes for new fee earners working on accounts
- Regular liaison with the QA Team to ensure that timely audit summaries are produced, and results shared
- Ensure that client and internal targets for audit performance are met
- Demonstrable experience of producing and analysing data to identify performance and improvement issues
- Excellent knowledge of insurance litigation processes
- Experience within an insurance claims related environment (preferably Insurer based or legal services)
- Knowledge and understanding of working with audit, SLA and KPI analysis
- Experience of working in a continuous improvement environment excellent knowledge and understanding of the various support departments within the firm and the key stakeholders within them
- Demonstrable experience of presenting to groups and on a 121 basis both in person and via VC channels for the purposes of information sharing and training
- Creative problem solver who can work independently and as part of a team
- Experience of previous project involvement useful
- Excellent knowledge of MS Office
- Technical Excellence
- People and Team
- Client/Stakeholder Relationships
- Service Delivery and Commercial Awareness
- Personal Effectiveness
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Client Operations Executive - Manchester, United Kingdom - Clyde & Co
Description
Key Responsibilities
Service DeliveryManagement Information Support
Contract Management
Audit management
General
Operational support to client development with initiatives
Support other project work as required working in collaboration with members of the client operations team, supporting business initiatives and assisting with compliance to client service delivery.
Monitor and report progress on initiatives
Essential Skills and Experience
Business Services Competencies
Clyde & Co is committed to providing extensive, personal and professional development opportunities for our people enabling them to be highly effective in their current role as well as assisting them to fulfil their career aspirations.
The competencies are used to inform all aspects of Business Services career development. They vary across levels and different business areas and fall under the following areas: