Account Reconciliation Specialist
Brentwood
Hybrid Working
Role Summary
The role is focused on managing the reconciliation and settlement of insurer accounts, ensuring compliance with regulatory and financial standards, and maintaining strong relationships with insurers. The role requires coordination with underwriters, sales teams, and finance stakeholders to address queries and meet deadlines.
Responsibilities
Reconciliation and settlement of insurer accounts
Liaising with UW / Sales departments regarding queries
Ensuring month end reconciliations are within deadlines
Keeping settlements within agreed terms
Maintaining good insurer relationships
Responsible for petty cash fund and reconciliation
Completion of required CPD
Skills
Experience within a finance department
Strong reconciliation skills
Understanding of insurance broking / IBA accounts processes
Good Excel knowledge
Understanding of regulatory standards and practices
Good time management
Understanding of insurer credit terms