Client Accounts Assistant

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About Great Lakes Insurance SE:

As specialty provider of primary insurance services in the UK, Great Lakes London Branch (“GLLB”) is a substantial part of Great Lakes Insurance SE in Munich. Our interlocked business model is to seize opportunities closely connected to the reinsurance core business and innovation opportunities, in our role as an integral part of the Munich Re Group. Great Lakes Insurance SE operates from its headquarters in Munich, and via branch offices in UK, Ireland, Switzerland, Italy and Australia. 

Great Lakes Insurance UK Limited (“GLLS”), regulated by Prudential Regulation Authority and the Financial Conduct Authority, is a fully owned subsidiary of Great Lakes Insurance SE and acts as the preferred facilitator of agency insurance business in the UK in the post-Brexit world.

About the role:

Ensuring excellent customer-service to GLISE’s clients and a high-level of data quality when it comes to system maintenance and processing. Good understanding of all of Great Lakes Insurance and Technical Accounting processes and to build relationships between Technical Accounting and their clients (External and Internal). Focus on the operation task within the RIA UK team. Produce high quality data and provide a high quality service to Internal and External clients, with appropriate escalation where necessary.   

Key Responsibilities:

• Enhance data integrity and perform Operations tasks to a high quality
• Resolve all queries received from our clients
• Provide support for all internal business units
• Review and maintain all Technical items on the relevant company ledgers
• Adhere to Global processes to achieve effective and efficient ways of working
• Sanction Checks
• Facilitate non-bureau payments, reserves and fee bookings on relevant global systems

Competencies:

Business Acumen (we think big) - You understand the business’ ambition, your team’s commitments and how your role contributes to this.

Plans and aligns (we lead the ‘we’) - You plan and prioritise your work to fit with deadlines and longer-term commitments for you and your team and collaborate with others, encouraging diversity of thought.

Action oriented (we grow with our clients) - You take on new tasks, opportunities and challenges with a keen interest. You have an appetite to learn and embrace new ways of working in order to improve efficiencies and effectiveness.

Self-development (we care and dare) - You demonstrate enthusiasm by seeking new ways to grow and be challenged, through both formal and informal development opportunities.

Communicating Effectively (we are clear and authentic) - You openly listen to the ideas of others,

seek regular feedback to develop, consider the best method for communicating and ask for support and advice when unsure.

Key Skills & Experience:

• Strong attention to detail and accuracy
• Good numerical and analytical skills.
• Effective written and verbal communication skills.
• Willingness to learn and develop new skills.
• Proficiency in Microsoft Office applications, particularly Excel, Word and Outlook

Desired Qualifications and Educational Background:

• A Levels, BTEC, T Level, degree qualification, or equivalent experience desirable

Thought Leaders:

You will demonstrate inclusive behaviour and encourage your colleagues to play an active role in creating an inclusive culture as well.

You will treat your colleagues and sales and business partners fairly and with respect.

Regulatory & Conduct Requirements:

In addition to the responsibilities set out above, the Client Accounts Assistant role will also become responsible for:

• Satisfying all regulatory reporting requirements in collaboration with the reporting function
• Ensuring compliance with Munich Re’s Code of Conduct and the FCA Conduct Rules