Finance Administrator; Insurance Brokerage

Position: Finance Administrator (Insurance Brokerage)
Location: South East London

We are a small but growing insurance brokerage seeking a conscientious and motivated Finance Administrator to join our team. Based in our Tadcaster office, this role plays a key part in ensuring the smooth and efficient operation of all accounting functions related to client insurance policies. The successful candidate will deliver excellent customer service in line with FCA regulations and company standards, while maintaining accurate financial processes that support the business.

Key Responsibilities:

Processing client payments accurately and promptly Facilitating premium finance arrangements Monitoring and reviewing aged debtors to ensure timely collection of premiums in line with company procedures Preparing for and liaising with external auditors during annual audits Reconciling accounts and ledgers Producing financial reports and statements for management Processing refunds efficiently Identifying and flagging vulnerable customers where appropriate

The Ideal Candidate Will:
Demonstrate excellent organisational skills with strong attention to detail and accuracy Provide timely and accurate management information to Directors Deliver exceptional customer service at all times Handle queries professionally and confidently Take ownership of tasks and proactively resolve issues Work effectively as part of a team Have good IT skills Experience in a similar role within an insurance brokerage, particularly using Acturis, would be advantageous.

However, candidates with relevant experience in other sectors who can demonstrate the required skills and personal qualities are also encouraged to apply.