Job Summary
The Accounts Assistant will be responsible for assisting with day-to-day finance operations, maintaining accurate financial records, and ensuring timely collection of outstanding premiums from clients.
Key Responsibilities
Credit Control & Accounts Receivable
* The Accounts Assistant will monitor and manage the aged debt report to ensure timely collection of outstanding premiums, alongside issuing of client credits
* Proactively contact clients via and email to chase overdue payments.
* Resolve client payment issues and disputes efficiently and professionally.
* Liaise with account handlers and brokers to support collection efforts.
* Allocate receipts to client accounts accurately in the Acturis accounting system.
* Issue regular client statements and reminders.
* Ensure insurer statements are paid in a timely manner
General Accounts Support
* Assist with posting purchase invoices and processing expense claims.
* Reconcile bank transactions
* Maintain and update client & insurer accounts within the finance system.
* Provide ad hoc support to the external finance team and wider business.
Key Skills & Attributes
* The Accounts Assistant will have strong attention to detail and excellent numeracy skills.
* Good written and verbal communication skills.
* Confident and professional tele manner.
* Ability to work independently and manage workload effectively.
* Team player with a proactive and problem-solving mindset.
* Familiarity with accounting software Acturis is desirable.
Experience & Qualifications
* Previous experience in a finance or accounts role is essential.
* Experience in credit control, ideally within the insurance or financial services sector.
* Knowledge of FCA regulations and premium handling is an advantage.
Benefits
* Currently Hybrid working, 2 days at home and 3 days in the office.
* 25 Days Holiday + Bank Holidays
* Salary: Up to £28,000