Underwriting /accounts Assistant

3 weeks ago


Ipswich, United Kingdom Butler, Bridge & May Full time

Job summary
To assist both the Underwriting and Accounts departments of a leading cargo and freight underwriting agency, with the tasks required to deliver and maintain the service required to support the Underwriting book of business.
Main duties
- Understand and assist with the underwriting process, to include assisting the underwriters in the production and distribution of policy documentation, as per the Underwriters instructions.
- Input and maintain accurate records within the Underwriting and Accounts systems and capture relevant data to allow for the successful monitoring and analysis of risks written.
- Assist with credit control, chasing bad debt & working with underwriters to recover funds
- Liaise with brokers and policy holders to obtain information to produce insurance documentation and chase for outstanding premium/adjustments/declarations.
- Raise invoices/credits as required in relation to the policy wording.
- Maintain reconciliations within the Accounts department.
- Assist with the smooth running of the Accounts department including banking and remittances made.
- Liaise with other departments as required.
- Assist with processing of claim payments
- Liaise with brokers and clients to develop good working relationships.
- Attend training sessions and other meetings, as and when required
Regulatory responsibilities
- Assist brokers/clients on insurance and accounting matters
- Endeavour to pay agreed claims in a timely manner to adhere with relevant guidelines
- Adhere to FCA rules regarding the handling of insurance premiums.
- Complete accounting functions within the required deadlines
- Ensure that customer complaints are promptly identified, recorded and referred where appropriate.
- Ensure that the principles of Treating Customers Fairly are upheld by Agents and Service Providers.
Our requirements
Technical skills
Essential
- IT Literacy (specifically confidence in Excel)
- Microsoft Office Windows
- Word (or equivalent)
- Excel (or equivalent)
Basic understanding of GAAP accounting
Education & Experience
Essential
5 GCSE passes (minimum Grade C or new grade 5), including Maths and English
2 A' Levels A-C or equivalent
Personal skills
- Ability to work without direct supervision
- Well-presented and business-like
- Good communication skills
- Accurate
- Organised
- Enthusiastic
The JM Group is operating and advertising as an Employment Agency for permanent positions and as an Employment Business for interim / contract / temporary positions. The JM Group is an Equal Opportunities employer and we encourage applicants from all backgrounds.



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