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Key Responsibilities & Accountabilities:
• Monthly bordereaux and Insurer account reconciliations and initiating payment thereof.
• Monitoring and actioning Introducer payments.
• Monitoring and actioning client refunds.
• Raising premium and commission queries and ensuring prompt resolution with Account Handlers/Insurers.
• General ‘housekeeping’ – Insurer/Introducer/Agent account records to investigate and resolve allocation anomalies.
• To assist the Finance Team as and when required with other duties.
• To assist auditors as and when required for completion of our annual audit.
To be successful in this role, you will need to be/have:
• Strong analytical and problem-solving skills.
• Attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Proficiency in Excel.
• Ability to work independently and as part of a team.
• Ability to manage multiple tasks and prioritise workload.
IBA Finance Technician
Discipline: | Operations |
Job type: | Permanent |
Contact email: | george@weareedenbrook.com |
Job ref: | J4705 |
Published: | over 1 year ago |
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