Finance Team Leader

2 weeks ago

Gloucester, United Kingdom PIB Group Full time

This role includes leading a team of c7 accounts assistants, planning workloads, delegating tasks and communicating deadlines to team members.

Creating a productive and efficient work environment for the team.

Assessing team performance and providing feedback to employees.

**Responsibilities**:

- Lead a team of up to 7 people on all aspects of insurance broker accounting including:

- Processing broker statements on a monthly basis
- Telephone Brokers to ensure payments are received in line with terms of business
- Preparing potential cancellation letters
- Daily BACS allocation for multiple bank accounts
- Bordereau preparation
- Organise the workload for the team on a daily basis and motivate the team to do the job efficiently
- Escalate unpaid 60+ day accounts to Finance Business Team
- Liaise with Central Finance Team in Retford
- Answer queries from customers by liaising with other departments
- Process improvement where appropriate
- Communicate any issues with senior management
- Support for financial and other data requests from the business
- Be an active participant in various projects within Finance Team
- Adhoc duties as and when required

**Experience**:

- Experience within the Insurance or Financial Services industry is required for this role
- Experience of using different IT platforms
- Dealing with high level of customer accounts to keep in line with terms of business
- Reconciliation of multiple bank accounts
- An excellent knowledge of Excel (must include V-Lookups)
- You must have excellent attention to detail, be a great communicator and highly organised.
- Strong accuracy and numeracy skills are a must for this role.
- Problem solving through investigation and collaboration with colleagues

**Further information**

As well as a competitive salary we offer the following benefits
- Competitive holiday allowance with the annual option to buy additional days
- Death in Service benefit of x4 salary
- Company pension scheme
- Very generous maternity and paternity leave packages
- A flexible benefits package which allows you to add additional benefits to your overall package
- Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
- Referral schemes
- Discounted rates on PIB products
- We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
- We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
- PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
- PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint.

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

Ref: 134 089

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