Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Chase overdue balances, set up payments, and resolve account queries.
- Company: Join a dynamic insurance firm with a supportive team culture.
- Benefits: Competitive salary, flexible hours, and opportunities for growth.
- Why this job: Make a difference in financial processes while developing valuable skills.
- Qualifications: Understanding of financial accounting and strong communication skills.
- Other info: Great chance to build relationships and enhance your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Reporting to the IBA Team Leader.
Role:
- Chase overdue IBA balances due to the Company, by phone and email and report any accounts that are causing concern, or where insurers are threatening cancellation.
- Setting up payments to clients, insurers and claim settlements, ensuring banking procedures have been adhered to. Eg verifying bank details, timely banking of receipts and reconciliation of differences.
- Reconciliation and payment of underwriter accounts.
- Account query resolution including liaising with technical departments and the bank on queries raised by clients.
- Provide cover for other IBA staff if they are away. This could include premium finance website and putting clients’ details on the relevant portals for payment of insurance via monthly finance.
- Maintenance of accurate accounting records.
- Undertake any other related duties as may be reasonably required.
- Meeting internal KPI’s.
Key Skills:
- Understanding of financial accounting processes.
- Applicable company specific procedures.
Key Attributes:
- Persistence in chasing overdue balances.
- Numeracy and accuracy.
- Attention to detail.
- Good communication skills, oral and written.
- Problem solving and analysis.
- Ability to prioritise workload and meet routine departmental deadlines.
- Competent use of standard office IT applications.
- Rapport and good relationship with management, clients and external third parties.
Insurance Broker Accounting Administrator in Bolton employer: Cream Soda Recruitment
Contact Detail:
Cream Soda Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broker Accounting Administrator in Bolton
✨Tip Number 1
Networking is key! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have a lead on your dream job.
✨Tip Number 2
Practice your interview skills with friends or family. Get comfortable talking about your experience and how it relates to the role of an Insurance Broker Accounting Administrator.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart and show your enthusiasm for the position. Plus, it keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you, so keep an eye out and get your applications in.
We think you need these skills to ace Insurance Broker Accounting Administrator in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with financial accounting processes and any relevant skills. We want to see how you can bring your unique flair to the role, so don’t be shy about showcasing your strengths!
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 Accounting Administrator role. Mention your persistence in chasing overdue balances and your knack for problem-solving.
Showcase Your Communication Skills: Since good communication is key in this role, make sure your written application reflects that. Keep it clear, concise, and professional. We love a well-structured application that’s easy to read!
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’s super easy to do!
How to prepare for a job interview at Cream Soda Recruitment
✨Know Your Numbers
As an Insurance Broker Accounting Administrator, you'll need to demonstrate your understanding of financial accounting processes. Brush up on key financial terms and be ready to discuss how you've handled accounts in the past. This will show that you’re not just familiar with numbers but can also apply them effectively.
✨Showcase Your Communication Skills
Good communication is crucial for this role, especially when chasing overdue balances or resolving account queries. Prepare examples of how you've successfully communicated with clients or colleagues in previous roles. This will highlight your ability to build rapport and handle sensitive situations.
✨Demonstrate Attention to Detail
In accounting, accuracy is everything. Be prepared to discuss how you ensure precision in your work. You might want to mention specific tools or methods you use for reconciliation and maintaining accurate records. This will reassure the interviewer that you take your responsibilities seriously.
✨Prioritisation is Key
With multiple tasks to juggle, showing that you can prioritise effectively is essential. Think of a time when you had to manage competing deadlines and explain how you approached it. This will illustrate your organisational skills and ability to meet KPIs, which is vital for the role.