Insurer Broking Accounts Technician

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Conduct reconciliations of insurer statements, promptly investigating and resolving any discrepancies.

• Actively manage and pursue outstanding debts, with a focus on minimizing aged debt.

• Record receipts and accurately reconcile accounts for clients and insurers.

• Investigate and address accounting and reconciliation inquiries with the relevant stakeholders.

• Prepare and send payment advice documents to insurers.

• Perform daily, weekly, and month-end reconciliations and balancing tasks.

• Calculate and reconcile the commissions owed.

• Generate and distribute reports on credit control and aged debt.

• Ensure that payments and accounting activities are conducted accurately, efficiently, and in compliance with company policies and regulatory standards.

• Cultivate and sustain relationships with insurers, clients, customers, and internal stakeholders.

• Take ownership of queries and outstanding items until they are resolved.

⛳️ Requirements

• Prior experience in Insurance Broking Accounts (IBA).

• Strong knowledge and understanding of IBA procedures and processes.

• Familiarity with Acturis and/or other insurance broking accounting systems.

• Excellent reconciliation and accounting skills, paired with a keen attention to detail.

• Experience in credit control and aged debt management is a plus, but not mandatory.

• Exceptional organizational and time-management abilities, with the capacity to prioritize competing deadlines.

• Strong written and verbal communication skills, with confidence in engaging both internal and external stakeholders.

• A collaborative, proactive, and can-do mindset, coupled with a high level of integrity.

• Proficient working knowledge of Microsoft Excel, Word, and Outlook.

• Capability to work independently, take ownership of tasks, and manage workload effectively in a remote setting.

🏝️ Benefits

• Regular one-on-one meetings to foster your development and career advancement.

• Competitive salary, annual pay review, and bonus scheme.

• 27 days of annual leave, including your birthday and a religious holiday of your choice, in addition to bank holidays.

• Automatic enrollment into our pension scheme.

• A flexible benefits package that allows you to choose the benefits most relevant to you.

• Group Life Assurance.

• Fully paid maternity, paternity, and adoption leave for three months.

• Support for professional qualifications and study relevant to your role and career.

• Access to Perks at Work, providing discounts across a variety of retailers, restaurants, cinemas, and more.

• Holiday purchase scheme, enabling you to buy up to five additional days of annual leave.

• Opportunities for leadership development, core skills programs, and professional qualifications, including CII, AAT, ACCA, and CIMA.

• Customized learning and development plans.

• CII training, apprenticeships, and funded study packages.