Your new company
You will be joining a close-knit finance team of 6 in an established Lloyds Broker based in the City and Southend. They are highly respected and this will be an opportunity to take on a new challenge in a warm and friendly team. Reporting directly to the Accounts Manager & Accounts Supervisor, you will be working in a busy environment, dealing with varied tasks throughout the day. Suitable candidates will have circa 5 years\' experience in an IBA role.
Your new role
- Cash Matching & Allocation
- Preparing statements for Underwriters, Clients & Third Party accounts
- Chasing outstanding premium & requesting breakdowns for un-reconciled receipts and allocating to entries once received
- Preparing payment runs for client and underwriters & submitting to Directors for approval
- Running fortnightly credit control reports
- Dealing with bank, clients & brokers\' queries in a timely and professional manner
- Filing of all relevant documentation such as bank statements, remittance advices & correspondence
- General office duties such as answering the telephone, scanning & filing
What you\'ll need to succeed
- Circa 5 years experience as an IBA Accountant
- Advanced knowledge of Microsoft products (Word, Excel and Outlook) or similar software applications.
- Knowledge of Brokasure
- The ability to manage time, prioritise and ensure that deadlines are met without compromising quality.
- Ability to understand and execute oral and written instructions.
- The ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates.
What you\'ll get in return
In return, you will receive an annual salary of up to £43,000+ Study Support & Benefits which will be regularly reviewed to remain in line with the market rate. You will receive an annual bonus, and a generous pension contribution. You will be part of a close-knit and supportive team who will be there to assist with your onboarding process, and continued learning and development within the business.
What you need to do now
If you\'re interested in this role, click \'apply now\' to forward an up-to-date copy of your CV, or call us now.
If this job isn\'t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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