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This document summarizes the responsibilities and requirements for a CATS Administrator position. The role involves setting up new client files, producing documentation and invoices accurately and timely. Additional responsibilities include credit control, processing treaties and reinsurances, and ensuring compliance with regulations. Ideal candidates have a commercial insurance background preferably in London markets. They should have knowledge of core insurance principles, legal and regulatory policies, risk concepts, and authority limits. Experience with new client setup, file completeness checks, documentation production, invoicing, and evidence of cover is preferred.
This document summarizes the responsibilities and requirements for a CATS Administrator position. The role involves setting up new client files, producing documentation and invoices accurately and timely. Additional responsibilities include credit control, processing treaties and reinsurances, and ensuring compliance with regulations. Ideal candidates have a commercial insurance background preferably in London markets. They should have knowledge of core insurance principles, legal and regulatory policies, risk concepts, and authority limits. Experience with new client setup, file completeness checks, documentation production, invoicing, and evidence of cover is preferred.
Droits d'auteur :
Attribution Non-Commercial (BY-NC)
Formats disponibles
Téléchargez comme DOC, PDF, TXT ou lisez en ligne sur Scribd
This document summarizes the responsibilities and requirements for a CATS Administrator position. The role involves setting up new client files, producing documentation and invoices accurately and timely. Additional responsibilities include credit control, processing treaties and reinsurances, and ensuring compliance with regulations. Ideal candidates have a commercial insurance background preferably in London markets. They should have knowledge of core insurance principles, legal and regulatory policies, risk concepts, and authority limits. Experience with new client setup, file completeness checks, documentation production, invoicing, and evidence of cover is preferred.
Droits d'auteur :
Attribution Non-Commercial (BY-NC)
Formats disponibles
Téléchargez comme DOC, PDF, TXT ou lisez en ligne sur Scribd
Team player. Demonstrates a good level of written and verbal communication.
Job Responsibilities:
Set up new files and File Debroke
Accurately produce client documentation and Produce all associated invoices in a
timely manner
Provide a credit control function and Close Business to Markets
Process Treaty / Reinsurances
Ensure that all statutory and company regulations are followed to protect clients, colleagues and the business interests of the company
Contribute to the development of a supported and flexible working environment
ensuring business needs are met at all times.
For the candidates we are looking from a Commercial Insurance background,
preferably with a London Market background. They would need to have the following knowledge/experience: -
• Have working knowledge of the core insurance principles
• Have a good knowledge of the fundamental legal and regulatory policy in relation to the insurance contract • Able to demonstrate an awareness of the concept of risk • Awareness of authority limits and the purpose of these limits • Able to differentiate between products available to clients • Experience of setting up new clients and assured accounts via Business contacts • Experience of checking files for completeness and ensure all required documentation is provided. • Ensure all documentation is produced in accordance with company and regulatory procedures. • Produce associated debit / credit notes in an accurate and timely manner. • Experience of Creating and sending Evidence of Cover within the required timescales. • Take-up and process Endorsements and prepare and send addendum to Business Contacts • Liaise with account executives, brokers and broker support staff regarding the production of client documentation. • Monitor monthly budget and ensure all appropriate items are invoiced prior to end of month. • Ensure that client funds are tracked to meet premium payment warranties and other market settlement dates, flagging where this will not be the case
Internal - Not to be distributed
• Experience of sending closing documents to markets within 30 days on inception. • Experience of sending documentation to bureaux for signing to comply with market terms of trade. • Able to resolve all bureaux queries.