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- Tasks: Support insurance accounts reconciliation and manage data entry tasks with precision.
- Company: Join Amwins Global Risks, a leading London broker focused on relationships and collaboration.
- Benefits: Gain professional qualifications, enjoy a supportive environment, and develop your skills.
- Why this job: Kickstart your career in insurance with hands-on experience and growth opportunities.
- Qualifications: GCSEs in English and Maths at Grade 5 or above; commitment to Cert CII qualification.
- Other info: Inclusive workplace valuing diversity, with excellent mentorship and career progression.
The predicted salary is between 800 - 1400 £ per month.
At Amwins Global Risks, we succeed together. We’re not ‘just another London broker’ placing risks and signing contracts. Insurance is a relationship-based business, and achieving success means hiring the best talent in the industry. When you join us, we will encourage and support your professional and personal development as we invest in you and your learning to help you succeed and grow.
We’ve built a workplace where talent, collaboration and inclusivity are valued, and our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace where everyone who works with us can be themselves.
Job holders at this level carry out tasks, routines and procedures which are documented, well-established and subject to direct supervision. Job holders will develop their competence and understanding of the role through familiarisation and application of company policies and their departmental procedures. IBA Technicians (Entry – Level) are supported to achieve professional qualifications with the Chartered Institute of Insurance to become Cert CII qualified. This is usually achieved via the fully supported level 3 apprenticeship route.
- Data Entry: Fully and accurately view, enter, amend, update, and submit data, on and to MS Office: Excel/Word/Outlook/SharePoint.
- Cash Available Report: Identify, update report and pay recently available credit balances identifying monies relating to a sanctioned territory in line with payment procedures.
- Claims Report: Where required, undertake regular review of report to ensure claims status and data is up-to-date, in line with departmental procedures and agreed timelines.
- IBA Account Balances Spreadsheet: Review all accounts monthly and take all necessary action.
- Reconciliation: Identify and pay recently available credit balances, reconcile trading partner’s statements of accounts, allocate cash receipts and settlements/payments against ledger transactions, identify, collect or make claim payments, create payment requisition requests from generated statement, always following agreed procedures, including sanctions, compliance and bank detail verification processes.
Requirements:
- GCSEs in English and Maths at Grade 5 or above (or equivalent).
- Commitment to studying and achieving the Cert CII (usually via the level 3 apprenticeship route) within an 18-24 month period.
- Ability to problem solve using knowledge of policies and procedures.
- Able to work under guidance rather than close supervision.
Insurance Accounts Reconciliation Administrator in Cheltenham employer: Amwins Global Risks
Contact Detail:
Amwins Global Risks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Accounts Reconciliation Administrator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those at Amwins Global Risks. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to accounts reconciliation and data entry. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Show off your skills! Bring examples of your work or projects that demonstrate your ability to handle data and reconcile accounts. This will help you stand out as a candidate who’s ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Insurance Accounts Reconciliation Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the IBA Technician role. Highlight any relevant experience in insurance or data entry, and don’t forget to mention your GCSEs in English and Maths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background makes you a great fit. Be genuine and let your personality come through.
Show Your Commitment to Learning: Since this role supports you in achieving the Cert CII qualification, express your enthusiasm for professional development. Mention any previous learning experiences or courses you've taken that relate to the insurance sector.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Amwins Global Risks
✨Know Your Numbers
As an Insurance Accounts Reconciliation Administrator, you'll be dealing with data entry and financial reports. Brush up on your Excel skills and be ready to discuss how you can accurately manage and reconcile accounts. Mention any relevant experience you have with data handling or financial reporting.
✨Understand the Role
Familiarise yourself with the key responsibilities of the IBA Technician role. Be prepared to explain how you would approach tasks like reconciling trading partner statements or identifying credit balances. Showing that you understand the day-to-day operations will impress your interviewers.
✨Show Your Commitment to Learning
Since this position supports professional development towards Cert CII qualifications, express your enthusiasm for learning and growing in the insurance sector. Share any previous experiences where you've taken the initiative to learn something new, especially if it's related to finance or insurance.
✨Emphasise Teamwork and Collaboration
Amwins Global Risks values collaboration, so highlight your ability to work well in a team. Prepare examples of how you've successfully collaborated with others in past roles or projects, and how you can contribute to a positive workplace culture.