Insurance Broking Accounts Technician

1 month ago


Watford, United Kingdom Heat Recruitment Full time

**Job Title:Insurance Broking Accounts Technician**

**Salary: Competitive - DOE**

**Location: Watford/Part home - based**

**Position: Permanent on Part-time basis**

**The Client**:
A small but well-established and growing independent insurance brokerage in Watford requires an Insurance Broking Accounts Technicianto be responsible for reporting and for credit control and reconciliations on cash and payment as well as on clients andinsurers.

**The Opportunity -**
- Produce month-end client money reconciliation for internal review by the Directors
- Produce regular reports on Acturis:

- Internally for Compliance Reporting, Management Information, Strategic Planning
- Externally for Cass 5 Audit, Year End Accounting, Bookkeeping
- Monthly review of sales and client ledgers with the Directors to ensure accuracy and completeness
- Drive the twice yearly RMAR and ad hoc reporting for the FCA
- Produce monthly narrative of the business performance to the Directors
- Support the Directors with the annual budgeting process

**What’s needed for me to be considered?**
- Minimum of 3-5 years’ experience in insurance broking accounting.
- Complete familiarity with insurance accounting, month-end procedures on Acturis and Cass 5 Client Money rules.
- Comprehensive understanding of accounting and FCA regulatory principles.
- Good IT skills specifically Excel.
- Good written and oral communication skills.
- Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information.
- Highly accurate with a strong attention to detail.
- Familiarity with Acturis Documents would be an advantage.
- Team player with a 'can do’ attitude

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

**Job Synonyms: insurance accounts technician, broking technician, insurance technician**

**#LI-AG1**

**#LI-Hybrid



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