Management Information Assistant

Arc Legal Assistance is a specialist provider of legal expenses insurance and related services.

Based in Colchester, we work with insurers, intermediaries, financial institutions and affinity groups, focusing upon delivering bespoke solutions providing 'best in market' legal advice and case handling.

Our business model for legal expenses insurance involves outsourcing legal advice and the legal conduct of claims to top quality law firms.

Purpose of the role

To provide an effective support function to the Assistance Services and MI Supervisor, undertaking the customer MI collection, distribution process and holding general ownership of incoming MI.

Main Tasks

Management Information

  • Preparation and dispatch of periodic Management Information to clients in agreed formats and to agreed timescales.
  • Format and presentation of Management Information Packs, following production of contract review by the Finance Team.
  • Facilitation and maintenance of passwords to secure portal
  • Obtaining and preparing MI on an ad hoc basis as required
  • Ownership of incoming MI and ensuring that this is received from all clients at agreed frequencies 
  • Collation and saving down of Helpline and Claims Data for month end client MI
  • Collation and Saving down of Law Assistance MI
  • Undertake MI variance check

General Tasks

  • General scanning and filing as required
  • Ad-hoc-project work
  • Maintain secure, efficient and accurate filing systems in accordance with agreed procedures
  • Other duties and responsibilities as may be set by the Assistance Services & MI Supervisor, Managing Director/Directors
  • Ensuring all duties are carried out in accordance with company procedures and FCA regulations.
  • Acting in the capacity of a Competent Advisor and complying with the conduct of business rules set by the regulator

Experience and Person Specification

Essential

  • Excellent verbal and written communication
  • Excellent organisational and time keeping skills
  • Confidence to own tasks without supervision
  • Experience of using all Microsoft Office programs

Desirable

  • Strong Microsoft Excel Skills
  • Good investigative and research skills
  • Knowledge of Legal Expenses
  • Graduate

Call us on 0344 770 9000