Insurance Broker Accountant

Insurance Broker Accountant

Full-Time 30000 - 35000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage financial records and support premium processing in the insurance sector.
  • Company: Established insurance brokerage known for professionalism and customer service.
  • Benefits: Competitive salary, potential hybrid working, and long-term career development.
  • Other info: Supportive environment with opportunities for growth in a stable business.
  • Why this job: Gain valuable experience in insurance accounting and make a real impact.
  • Qualifications: Previous accounting experience, strong Excel skills, and attention to detail.

The predicted salary is between 30000 - 35000 £ per year.

The role combines traditional accounting responsibilities with specialist tasks specific to the insurance sector. You’ll be responsible for managing financial records, supporting premium processing, and ensuring compliance with industry regulations while providing accurate financial insights to support business decisions.

Key responsibilities

  • Maintain general ledger, accounts payable/receivable and perform bank reconciliations
  • Support the collection and processing of insurance premiums
  • Prepare financial statements, management reports, budgets and cost analyses
  • Ensure compliance with accounting standards, regulatory requirements, and insurance‑specific practices
  • Assist with internal and external audits, implementing recommendations where required
  • Maintain meticulous financial and administrative records
  • Liaise effectively with brokers, clients, insurers and internal teams
  • Identify and resolve issues within financial transactions and reporting

The Candidate

  • Previous accounting experience, ideally within insurance or financial services
  • Strong proficiency in accounting software and Microsoft Office, especially Excel (experience with Acturis preferred)
  • Solid understanding of accounting principles and insurance‑specific accounting practices
  • Excellent attention to detail and analytical skills
  • Strong organisational skills with the ability to prioritise tasks and meet deadlines
  • Effective communication and interpersonal skills
  • Problem solving ability to handle complex accounting tasks

Package

  • Competitive salary of £30,000 - £35,000 per annum
  • Office based in Shrewsbury, with potential hybrid working for the right candidate
  • Opportunity to work within a supportive and professional brokerage
  • Long term career development prospects
  • Exposure to specialist insurance accounting tasks
  • Stable and growing business

Please email your CV to Charlotte Levent, Senior Delivery Recruitment Consultant, CLeventagriRS.co.uk.

Insurance Broker Accountant employer: Career Choices Dewis Gyrfa Ltd

Our client is a well-established insurance brokerage located in Shrewsbury, offering a supportive work environment that prioritises professional development and career growth. With a competitive salary and the potential for hybrid working, employees benefit from exposure to specialist insurance accounting tasks while being part of a stable and growing business known for its commitment to customer service and professionalism.
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Contact Detail:

Career Choices Dewis Gyrfa Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Broker Accountant

✨Tip Number 1

Network like a pro! Reach out to your connections in the insurance and accounting sectors. Attend industry events or join online forums where you can meet potential employers or colleagues who might know of job openings.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they operate in the insurance sector. This will help you tailor your answers and show that you're genuinely interested in being part of their team.

✨Tip Number 3

Practice your interview skills with a friend or mentor. Focus on common questions related to accounting and insurance, and be ready to discuss your previous experience and how it relates to the role of an Insurance Broker Accountant.

✨Tip Number 4

Don’t forget to apply through our website! We often have exclusive listings and resources that can give you an edge in your job search. Plus, it’s a great way to stay updated on new opportunities tailored to your skills.

We think you need these skills to ace Insurance Broker Accountant

Accounting Principles
Financial Record Management
Premium Processing
Compliance with Regulatory Requirements
Financial Statement Preparation
Budgeting and Cost Analysis
Internal and External Audit Assistance
Attention to Detail
Analytical Skills
Accounting Software Proficiency
Microsoft Excel
Organisational Skills
Effective Communication
Interpersonal Skills
Problem-Solving Ability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your accounting experience, especially in the insurance sector. We want to see how your skills match the job description, so don’t be shy about showcasing your relevant expertise!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Insurance Broker Accountant role. We love seeing enthusiasm and a clear understanding of the industry, so let your personality come through.

Showcase Your Skills: Be sure to mention your proficiency with accounting software and Excel. If you’ve got experience with Acturis, definitely highlight that! We’re looking for candidates who can hit the ground running, so show us what you’ve got.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!

How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd

✨Know Your Numbers

Brush up on your accounting knowledge, especially as it relates to the insurance sector. Be prepared to discuss specific accounting principles and how they apply to insurance practices. This will show that you understand the unique challenges of the role.

✨Master the Software

Familiarise yourself with accounting software, particularly Acturis if you can. If you have experience with Excel, be ready to demonstrate your skills, perhaps by discussing how you've used it for financial analysis or reporting in past roles.

✨Showcase Your Attention to Detail

Prepare examples that highlight your meticulous nature. Discuss situations where your attention to detail made a difference, whether in maintaining financial records or during audits. This is crucial in ensuring compliance and accuracy in financial reporting.

✨Communicate Effectively

Since the role involves liaising with brokers, clients, and internal teams, practice articulating your thoughts clearly. Think of examples where your communication skills helped resolve issues or improved collaboration. This will demonstrate your interpersonal skills and problem-solving ability.

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