Accounts Reconciliation Professional
5 days ago
We're looking for a skilled and motivated individual to join our Insurance Broker Accounts (IBA) team. As a Financial Services Coordinator, you'll work closely with clients and insurance underwriters to manage client money, make premium payments, and resolve any issues that may arise.
About the JobThis is a fantastic opportunity to develop your skills in account management, reconciliation, and client service. You'll be working in a fast-paced environment, so we need someone who is highly organized and able to prioritize tasks effectively.
ResponsibilitiesThe key responsibilities of this role include:
- Managing client money and making premium payments to insurance underwriters.
- Escalating pending or suspected issues to ensure timely resolution.
- Providing exceptional client service by acting as a liaison between clients and insurance underwriters.
To be successful in this role, you'll need:
- A good understanding of general and legal principles applicable to insurance.
- Working knowledge of computer software provided by Lockton, including Microsoft Office suite and Brokersure BE/EA.
- Excellent communication and problem-solving skills.
Estimated Salary: $60,000 - $70,000 per year. Apply now if you're looking for a challenging and rewarding role in financial services
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