Supports regional Building Surveyors by managing case workflows, claims allocation, appointments, invoices, contractor queries, complaints, compliance checks, reporting, and administrative tasks. Provides customer and stakeholder communication, finance support, new starter training, and assistance to the Regional Manager. The role is primarily home based but requires occasional UK travel, including possible overnight stays.
To support a Regional team of Surveyors in an efficient manner to achieve business objectives, targets and ensuring a high professional standard of work is carried out.
The role will be predominately home based, although UK travel will be required to attend regional meetings as and when required which may include overnight stays.
- Support a group of Building Surveyors, reviewing and assisting with case ownership and work flow in a proactive manner. This will include dealing with various stakeholders including policyholders and third parties.
- Providing high level support to Surveyors and assist in proactively managing their cases - Ensuring CDM compliance by Surveyors
- Providing finance support to ensure the team and overall department hit targets and deadlines to include processing interim and final invoices and assisting with debt queries and credit control
- Assist with contractor debt and / or queries
- Support a Regional Manager in day to day tasks as required.
- Conduct new starter inductions / training for Building Surveyors on systems and processes.
- Supporting the Regional Manager and Building Surveyors with reportable complaints to resolution - Allocation of new claims and appointment booking
- Deal with specific key tasks as delegated by the Support team manager within the agreed timescales - Dealing with day to day telephone queries
- Responsible for progressing own personal and professional development and advancement.
In addition to the above, the jobholder will be required to carry out any other function or task that may be expected from or assigned to them (within their span of knowledge / ability) from time to time by the CBC Support team manager including secondment to other teams.
Essential:
- Strong Customer Service experience
- Excellent communications and interpersonal skills
- Excellent written and verbal skills
- Excellent organisational skills, ability to prioritise tasks, time management capabilities due to multiple deadlines
- Flexible approach to work and travel which may include weekend working
- Intermediate excel skills and spreadsheet knowledge
- Ability to work on own initiative
- A positive attitude and proactive approach to solving problems.
- Accurate data entry
- Able to co-ordinate a variety of actions concurrently
Desirable:
- Experience in working to targets
- Knowledge of general insurance
- Knowledge of general construction practices
- The ability to undertake a file review to ensure all stages are complete, all relevant enquiries have been concluded and all appropriate invoices rendered.
- Analytical and financial skills
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