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Insurance Accounts Liaison Specialist

1 month ago


London, Greater London, United Kingdom Sanderson Recruitment Plc Full time

**About the Company:**

Sanderson Recruitment Plc is a leading global insurance brokerage with a reputation for delivering exceptional results.

Salary: Up to £55,000 per annum, depending on experience.

About the Role:

We are seeking a detail-oriented and analytical Insurance Accounts Liaison Specialist to join our Client Finance Operations team. As a key member of this dynamic team, you will play a pivotal role in reconciling and managing client money, collaborating closely with clients and insurance underwriters.

This role is ideal for a candidate with a background in finance or insurance broking accounts who is looking to make an impact in a growing business. The successful candidate will focus on enhancing insurer relationships, ensuring service excellence, and contributing to the delivery of high-quality outcomes.

Main Responsibilities:

  • Ensuring timely premium payments to insurance underwriters within established deadlines.
  • Adhering to internal protocols and external regulatory requirements, and escalating issues to senior management when necessary.
  • Managing account reconciliations by collaborating with clients, insurance underwriters, and brokers to secure funds, while maintaining efficiency in a fast-paced environment.
  • Providing outstanding service to both internal and external clients by acting as a key liaison for clients and insurance underwriters, fostering stronger relationships, and driving process improvements for mutual benefit.
  • A background in finance or client finance operations.
  • Strong knowledge of insurance broking accounts and FSA client money rules.
  • Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with industry software such as Power BI, Brokersure BE/EA, and A4B.
  • Strong numerical and analytical skills, with the ability to interpret financial data and facilitate decision-making.

What We Offer:

In return for your expertise and dedication, we offer a competitive salary, opportunities for career growth and development, and a dynamic work environment that values collaboration and innovation.