Job Information

Accounts Assistant – Salary c 25k DOE + Flexible Benefits

Our client is a leading Independent Insurance Broker who has been trading for over 30 years and now due to continued expansion they are looking to add an Accounts Assistant to the Team 

Overview of the Position

 You will be responsible processing and reconciling daily ‘banking’ for insurance premiums. You will be responsible for Aged & Small Debts, Reconciliation, Bordereau and Cashbooks. You will act as a referral point to other teams within the Business.

Job Responsibilities:

• Ensure timely and efficient reconciliation of financial transactions, processing of payments and clearance of recovery transactions (individual payments / Bordereaux, etc).
• Ensure reliable data-quality in our incoming and outgoing financial records, as well as manage communications with internal and external stakeholders and business partners.
• Manage, validate, and accurately process financial transactions

·         Reconcile financial data to/from vendor partners (via Imported data / Bordereaux)

·         Request, process and import data submissions on policy systems and identify any reporting issues to escalate to appropriate parties in a timely fashion

·         Manage month end checks including Aged and Small Debts, journals, policies without a ledger date and follow up with the appropriate team to ensure resolution of any outstanding finance issues

·         Ensure you adhere to all company policies and requirements

·         Ensure you adhere to regulatory requirements

Job Specific Competencies:

Qualifications

·         Educated to A-level or equivalent

·         Insurance industry experience is desirable, but not essential as full training is provided.

Experience

·         Track record of personal development and growth in previous roles

·         Experience working with file import mechanisms and data quality

·         Experience in working with Microsoft Excel

Skills

·         Excellent numeracy and communication skills

·         Articulate and analytical

·         High level of attention to detail to ensure accurate documentation is maintained

·         A proactive attitude and enthusiastic approach

·         Able to prioritise your workload

·         Understanding of principles of insurance

·         Strong technical skills and ability to meet deadlines

Behaviours

·         Commercially focused

·         Effective team player and collaborator

·         Excellent time management skills

·         Displays a willingness to learn from experiences and new situations

·         Maintain a conscientious, positive and enthusiastic approach to work, maintaining good working relationships with colleagues.

·         Has the ability to work well under pressure 

 If you wish to apply for the above position please click on the Link and David Helliwell from Cameron James Professional Recruitment will be in contact with you