Accounts Assistant

Job Description

About the company

· Widely recognised Insurance Broker based in Wolverhampton, including being a part of the Top50 Insurance Brokers in the UK

· Offering insurance products specifically aimed at younger drivers, drivers with convictions and poor claims histories as well as many other niche markets.

Duties & Responsibilities of Accounts Administrator

· Dealing with queries from clients, insurers, external debt collection agency and internal departments

· Maintaining daily accounts diaries, including client refunds and payment plans

· Online bank downloads, processing of BACs allocations onto OGI system

· Debt process and portal, issuing first debt letter, liaison with other departments

· Payment of client refunds via BACs, credit card and cheque

· Processing of third-party collection agency receipts

· Reconciliation of payments received via external debt collection agency

· Monthly insurer and add-ons account reconciliations

· Online bank payments to insurers and suppliers

· Assisting with all aspects of purchase ledger

· Assisting Financial Controller with nominal ledger account analyses, reconciliations

· Assisting with other aspects of the accounts function, including cover for other team members, and ad hoc tasks and analyses as and when required

· Posting of journals and other transactions in Sage and OGI

· Maintaining processes, procedures and accurate records

· Contributing to the continuous improvements of department efficiency and effectiveness

Requirements of Accounts Administrator

· Minimum 5 GCSE’s grade A to D; or equivalent combination of education and relevant experience

· Essential - 2 years’ experience in a similar role within an SME organisation

· Essential - Excellent working knowledge of using Excel

· Analytically and numerically minded

· Diligent with a high level of attention to detail

· A proven track record of operating within a deadline-driven environment

· Good organisational skills

· Flexible and approachable

· Self-motivated, proactive and enthusiastic

· Able to work on own and as part of a team



· Knowledge of Insurance or specifically Personal Lines Insurance Broking is desirable.

· Experience and knowledge of OGI is desirable

· Knowledge of SAGE accounts system is desirable



Regulatory Requirements


· Culture – The role holder is obliged to adhere to the firms’ values:

o Customer Focused

o Kindness

o Excellence

o Integrity

o Accountability

o Innovative

· Conduct – The Conduct Rules apply to all employees and must be obeyed.

· Good Repute – The role holder is required to be and remain of good repute.

· Information Security – the role holder must follow and obey the firm’s information security guidelines.


Benefits of Accounts Administrator

· Monday to Friday 8am to 4pm

· Competitive Salary plus opportunities for progression

· 25 days annual leave plus Bank Holidays

· Pension

· Access to On Site Parking

· Flexible Benefits

· Employee discounts on car insurance and products