Job Summary
The Accounts Assistant will be responsible for assisting with day-to-day finance operations, maintaining accurate financial records, and ensuring timely collection of outstanding premiums from clients.
Key Responsibilities
Credit Control & Accounts Receivable
- The Accounts Assistant will monitor and manage the aged debt report to ensure timely collection of outstanding premiums, alongside issuing of client credits
- Proactively contact clients via phone and email to chase overdue payments.
- Resolve client payment issues and disputes efficiently and professionally.
- Liaise with account handlers and brokers to support collection efforts.
- Allocate receipts to client accounts accurately in the Acturis accounting system.
- Issue regular client statements and reminders.
- Ensure insurer statements are paid in a timely manner
General Accounts Support
- Assist with posting purchase invoices and processing expense claims.
- Reconcile bank transactions
- Maintain and update client & insurer accounts within the finance system.
- Provide ad hoc support to the external finance team and wider business.
Key Skills & Attributes
- The Accounts Assistant will have strong attention to detail and excellent numeracy skills.
- Good written and verbal communication skills.
- Confident and professional telephone manner.
- Ability to work independently and manage workload effectively.
- Team player with a proactive and problem-solving mindset.
- Familiarity with accounting software Acturis is desirable.
Experience & Qualifications
- Previous experience in a finance or accounts role is essential.
- Experience in credit control, ideally within the insurance or financial services sector.
- Knowledge of FCA regulations and premium handling is an advantage.
Benefits
- Currently Hybrid working, 2 days at home and 3 days in the office.
- 25 Days Holiday + Bank Holidays
- Salary: Up to £28,000
Contact Details:
Stride Resource Management Recruitment Team
