Accounts Assistant
6 months ago
**Purpose**
Oversees and investigate each premium agrees in the Insurer statement and tries to resolve any discrepancies as quickly as possible.
**Key Responsibilities**
- Reconciliation and settlement of insurer accounts
- Liaising with UW / Sales departments regarding queries
- Ensuring month end reconciliations are within deadlines
- Keeping settlements within agreed terms
- Maintaining good insurer relationships
- Completion of CPD required
**Skills and Competencies**
- Basic knowledge of Open GI system
- Strong Microsoft Excel knowledge
- Strong reconciliation skills
- Good time management
- Good with problem solving
- Willingness to work outside of core hours when requires
**Experience**
- Minimum 2 years’ experience within a finance department
- Understanding of insurance broking / IBA accounts processes
**Qualifications**
- Minimum 1 year study towards accountancy qualification
**Job Types**: Full-time, Permanent
**Salary**: From £23,000.00 per year
**Benefits**:
- Company events
- Company pension
Schedule:
- Day shift
- Monday to Friday
Application question(s):
- Basic knowledge of Open GI system
**Education**:
- GCSE or equivalent (preferred)
**Experience**:
- Financial services: 2 years (required)
- Understanding of insurance broking / IBA accounts processes: 1 year (required)
Work Location: In person
Reference ID: ROBCOAA
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