Insurer Finance Relationship Co-ordinator
Skills
Attention To DetailBusiness Relationship ManagementGeneral LedgersLogical ReasoningMicrosoft ExcelOrganization SkillsPurchase Ledgers
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Previous experience in Finance or Accounts role
- Strong communication organizational and planning skills
- Proactive resourceful with excellent attention to detail
- Able to work under pressure and embrace change
- Proficient in MS Excel at minimum intermediate level
Nice to have
- Broker environment exp.
- Change management
- Detail-oriented
Day to day
- Proactively engage with Insurers to manage issues and concerns
- Liaise with internal teams to ensure clear communication and timely resolution of insurer issues
- Maintain insurer accounts to a high standard
- Monitor and manage aged debt profiles
- Provide regular updates and action plans to leadership and insurers
- Ensure compliance with FCA regulations regarding client and insurer funds
Hiring process
- Verify employment and address
- Credit history check
- Criminal record check