Accounts Operations Specialist
3 weeks ago
We are seeking an experienced Accounts Operations Specialist to join our team in London. This is an excellent opportunity for someone with a keen eye for detail and analytical skills to work closely with clients, insurance underwriters, and brokers to ensure seamless reconciliation of accounts.
The successful candidate will have a good understanding of general and legal principles applicable to insurance, particularly FSA client money rules. They will also possess a working knowledge of computer desktop software provided by Lockton, including Microsoft Office suite, Excel, Brokersure BE/EA, Power BI, Sector, and A4B.
This role requires strong numerical ability, analytical mindset, and excellent communication skills to build positive relationships with stakeholders. The ideal candidate will be able to compile, analyse, and interpret financial information and data to facilitate decision making.
Salary Estimate: £45,000 - £60,000 per annum
About the Role:- Support the day-to-day running of the bureau team by reviewing bureau Power BI dashboards to release available items to the bureau for settlement.
- Review of incoming signings that have not auto-matched in the IBA ledger.
- Responsibility for making premium payments (PPWs) to insurance underwriters to deadlines.
- Daily prioritisation and escalation of pending or suspected NOC activity liaising with all key stakeholders to ensure timely resolution.
- Deliver exceptional client service by acting as a liaison for our clients or insurance underwriters.
- Reconciliation of accounts by working with clients, insurance underwriters, and brokers.
- Manage query escalation to Lockton's broking divisions and within IBA.
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