Finance Accounts Manager

4 weeks ago

Birmingham UK, West Midlands, United Kingdom NFP, an Aon company Full time

We are recruiting for a Finance Accounts Manager, to join our growing Commercial Insurance Finance team, based in Birmingham/ Wolverhampton.

You will be reporting to the Finance Manager, supporting the Commercial Solutions Finance team in the day-to-day management of client and insurer accounts for the NFP UK Holdings group of companies.


Overview of duties:

  • Reconcile insurer accounts on a regular basis and make payments within terms of credit as required
  • Support the credit control function by providing regular reporting as required to those responsible for the client relationships
  • Review and pay client credits
  • Post cash to both sage and back-office systems ensuring they are up to date at all times
  • Liaise with insurers to resolve individual customer payment queries in accordance with Insurance Advisor/Account Executive
  • Assist and resolve general day to day accounting queries with Insurance Advisor/Account Executive
  • Ensure that return premiums are sent to customers as and when requested
  • Liaise with Account Executives/Brokers and customers for outstanding premiums
  • Ensure that all compliance responsibilities are recorded and reported as required


Additional responsibilities:

  • Maintain a professional image of self and the Group to all customers and insurers
  • Work alongside the Group Auditors each year for the FCA audit in respect of Compliance and Client Money
  • Build technical knowledge to achieve/maintain competence and maintain own training records
  • Process and reconcile all premium finance agreements as required.
  • Process, reconcile and issue customer receipts for cheque payments.
  • Assist with the audit to ensure compliance with our cover holders
  • Support the wider finance team with ad-hoc finance tasks as required.


Person specification:


Knowledge, skills and abilities:

  • Good communicator: Able to communicate effectively across the business with colleagues, via e-mail and face to face. Provides good impression when dealing with debtors and able to influence these groups to ensure own workload is fulfilled
  • Excellent organiser, Including time management and prioritisation: Manages own time effectively and able to manage the expectations of other stakeholders regarding delivery timescales. Keep line manager informed of delays and adheres to deadlines
  • Activity oriented: Works at a fast pace but doesn’t sacrifice attention to detail, enjoys being busy
  • Attention to detail: Ensures that work is checked thoroughly and picks up on small errors. Able to compare numerical and written information and spot patterns and/or discrepancies


Education and experience:

  • Accounting experience in a fast-paced working environment
  • An understanding of the FCA Client Money rules is desirable
  • Previous experience in a financial services environment or service sector
  • Experience with systems and naturally analytical


Key information:


Salary: Competitive depending upon experience

Hours: 35 hours Monday - Friday

Location: Birmingham/ Wolverhampton - hybrid


If this sounds like something you are interested in please apply, or contact Paige Hughes for further information.

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