Accounts Administrators work as part of a team that administer and reconcile client premium payments. The role will be a hybrid role of working in the office (two days per week) and from home.

This is a fantastic opportunity for somebody looking to gain experience working as part of a Finance department within the financial services sector.

Accountabilities of the Role 

1) Daily reconciliation incoming premium payments

• Daily reconciliation of credit card receipts
• Daily lodgement of cheques and direct debit mandates
• Liaising with the Personal Insurance department in relation to premium differences
• Issuing monthly statement of account letters to clients
• Contacting and dealing with client queries

2) Refunds to clients

• Preparing and issuing all refunds due to our clients and ensuring all are issued within CPC rules
• Monthly reconciliation of the general out of date cheques
• Contacting and dealing with client queries

3) Direct debit processing

• Ensuring all direct debit amendments are completed on time
• Issuing direct debit confirmation and amendment letters to clients
• Assisting agents in dealing with client’s queries
• Contacting and dealing with client queries

4) Life scheme payment

• Preparing of all insurance company payments for premiums collected
• Preparation of monthly KPI report
• Dealing with queries from underwriters on premium payments

5) Other

• Processing amendments on client’s policies
• Other ad hoc duties as assigned

Skills and Knowledge Required

• Previous administrative or customer service experience essential
• Solid data entry skills with an ability to identify numerical errors
• Strong stakeholder management and interpersonal skills
• Excellent numerical, verbal and written communication skills
• Commercial awareness
• Knowledge of risk control & regulatory environment

Behavioural Competencies Required

• Strong attention to detail
• Compliant with procedures at all times
• Ability to work on own initiative
• Results focused individual with ability to work to targets/ deadlines
• Organisation and planning