Responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
• Reconciliation of insurance company accounts including liaising with insurers to reconcile queries
• Communicating with colleagues with a view to settling any queries on premium postings
• Distributing refunds to clients
• Assist with administration relating to external and in-house direct debit schemes
• Reconciliation of system accounts against bank statements
• Accurate processing of accounting entries into relevant systems
• Ensure the Company accounting records are always up to date and appropriate escalation is taken
• Work collaboratively with all colleagues to deliver an exceptional client experience
• Ad hoc tasks as directed
• Support colleagues from all areas of the business as required

Responsibilities Specific to Senior Adviser

• Daily management of workflow, queries and the team in the absence in the Accounts Supervisor
• Coach & develop team members
• Handle a variety of complex work and referrals
• Be proactive & analytical in day to day role and when liaising with the management team
• Involvement with projects assigned by line managers or senior management team

Skills & Behaviours

• Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team
• Quality orientated with great attention to detail
• IT literate

Qualifications

• Hold or working towards AAT Level 3 qualification
• Willing to working towards AAT Level 4 qualification