Financial Operations Assistant

24 hours ago


SouthendonSea, Southend-on-Sea, United Kingdom The Recruiter Ltd Full time
Lloyd's Broker Account Handler

We are seeking an experienced Account Handler to join our team at The Recruiter Ltd. This is a pivotal position within the company, and we demand a responsible attitude.

The ideal candidate will need to have strong numerical and literacy skills. Good communication and organisational skills are also essential for success in this role.

Job Responsibilities:

  • Cash matching and allocation
  • Preparing statements for underwriters, clients, and third-party accounts
  • Chasing outstanding premium and requesting breakdowns for un-reconciled receipts and allocating to entries once received
  • Preparing payment runs for client and underwriters and submitting to directors for approval
  • Running fortnightly credit control reports
  • Dealing with bank, clients, and brokers' queries in a timely and professional manner
  • Filing of all relevant documentation such as bank statements, remittance advices, and correspondence
  • General office duties such as answering the telephone, scanning, and filing

This exciting opportunity offers a salary of approximately £28,000 - £32,000 per annum, depending on experience. Our client is committed to continuous professional education and will offer study support when required.

About the Team:

The successful candidate will be working for a well-respected Lloyd's insurance broker who pride themselves on excellent service production. You will be handling a busy work environment dealing with varied tasks throughout the day.

You will report directly to the Accounts Manager & Accounts Supervisor and will be responsible for the following duties:

  • Advanced knowledge of Microsoft products (Word, Excel, and Outlook) or similar software applications
  • Knowledge of Brokasure
  • Ability to manage time, prioritise, and ensure that deadlines are met without compromising quality
  • Ability to understand and execute oral and written instructions
  • Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates

Requirements:

  • Strong numerical and literacy skills
  • Good communication and organisational skills
  • At least 5 years' experience in an IBA role

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