We're looking for an experienced
Finance Technician
to join our growing team. You'll be responsible for assisting with day to day Insurance Finance operations, maintaining accurate financial records and ensuring the timely collection of outstanding premiums from clients.
The Broker Investment Group has a network of 48 retail brokers (and growing), handles £200m in premiums and 40,000 clients.
Key Responsibilities
• Monitor and manage the aged debt report to ensure timely collection of outstanding premiums, alongside issuing of client credits
• Proactively contact clients via phone 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
• 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
Experience & Qualifications
• Previous experience as an IBA Technician is beneficial. Other financial roles ( Accounts payable/receivable will also likely be relevant)
• Experience in credit control, ideally within the insurance or financial services sector
• Knowledge of FCA regulations and premium handling is an advantage
Location:
Nantwich