Account Controller

Primary Responsibilities

Trainee / Advisor and Senior Advisor

• Follow all processes explicitly to ensure the secure, efficient and auditable handling of client's monies
• Maintain up to date and accurate records
• Own the fiscal relationship for designated clients / reinsurers. Act as the main point of contact for all matters relating to payment
• Actively service accounts to a high standard and within deadlines. Ensure timely collection and payment of monies due to / from clients, reinsurers and third parties; reconciliation, chasing and minimization of funding
• Use MI to identify debtor related problems and escalate / negotiate / influence where necessary to

resolve.

• Review and correlate cash on a daily basis
• Ensure compliance with Willis internal accounting and settlement procedures and external regulations (e.g. FCA)
• Maintain ongoing relationships with assigned Clients / Reinsurers / Third parties
• Liaise with Client Service Managers and other associates as appropriate to ensure Business Unit targets met
• Escalate issues to Client Service Manager / Operations Director / Account Executive as appropriate
• Adhere to standardised Group policies and procedures, Accounting and Settlement fundamentals,

including all CEM and other regulatory requirements

• Deliver as per the KPIs defined for the role. To always maintain set SLA Accuracy/Quality, TAT standards

prescribed by the Business Unit meeting Willis Re Servicing Standards and metrics

• Manage workload / volumes and delivery expectations as per business requirement
• Senior Advisor
• Where required, perform accurate authorizing in accordance with the Payment Authorization Manual
• Develop a sound understanding of the business process
• Work independently (or with the Technical Team / AM / CSA) to manage and resolve queries from
• Clients and Claims adjusters / Reinsurers, seeking assistance as required, ensuring escalation where

necessary, and resolution with minimum delay

• Manage workload / volumes and delivery expectations as per business requirement
• Ensure adherence to compliance and operate within the guidelines of internal and external regulators.
• Ensure that all statutory and company procedures are followed while processing work to protect

clients, colleagues and the business interests of the company.

• Ensure ongoing, effective relationships with stakeholders (Internal/external)
• Ensure all relevant reports (Operational and Financial) are reviewed on a timely basis and relevant

comments are updated

• Works proactively with peer group and team members to share knowledge to achieve the best results for the

clients / markets