Accounts Assistant

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 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.
• 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 telephone 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