Financial Services Coordinator
7 days ago
Are you passionate about numbers and analysis? Do you enjoy working with people and resolving complex issues? We're looking for an Accounts Reconciliation Professional to join our Insurance Broker Accounts (IBA) team at Lockton Companies.
About the PositionIn this role, you'll work closely with clients and insurance underwriters to reconcile and manage client money, make premium payments, and escalate pending or suspected issues. You'll also provide exceptional client service by acting as a liaison between clients and insurance underwriters.
ResponsibilitiesThe key responsibilities of this role include:
- Reconciling accounts by working with clients, insurance underwriters, and brokers to ensure funds are collected efficiently.
- Making timely premium payments to insurance underwriters.
- Escalating pending or suspected issues to ensure timely resolution.
To be successful in this role, you'll need:
- A good understanding of FSA client money rules.
- Working knowledge of computer software provided by Lockton, including Microsoft Office suite and Brokersure BE/EA.
- Excellent analytical and problem-solving skills.
Estimated Salary: $58,000 - $68,000 per year. Apply now if you're looking for a challenging and rewarding role in accounting and finance
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