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A well-established insurance organisation in Southend is seeking a proactive and detail-oriented Accounts Assistant to join their dynamic and close-knit team. This respected firm, known for its high standards of client service, is offering an excellent opportunity for someone with prior experience in an accounts-based role who is ready to take on a new challenge. The successful candidate will play a key role in supporting the management accounts team while also handling a range of IBA-related responsibilities. This position requires someone who thrives in a fast-paced environment and is comfortable managing a variety of tasks throughout the day. Reporting directly to the Accounts Manager, you will be entrusted with a broad scope of duties that contribute to the smooth financial operations of the business.
Job Responsibility:
Matching and allocating incoming cash transactions
Executing payment runs via the IBA system
Generating weekly IBA reports covering aged receivables, funding status, and unapplied cash balances
Compiling account statements for underwriters, clients, and external parties
Following up on unpaid premiums, requesting receipt breakdowns, and applying payments to relevant entries
Organising and archiving key financial documents including bank statements, remittance notices, and correspondence
Reconciling office bank accounts
Handling employee expense claims and reconciling corporate credit card activity
Submitting weekly BDX reports for the UK marketing team
Tracking and reviewing overdue balances
Preparing monthly reports on budget variances
Supporting the management accountant with end-of-month financial reviews
Requirements:
Strong numerical and literacy skills
Excellent communication skills, both written and verbal
Highly organised with the ability to manage multiple tasks efficiently
Responsible and professional attitude, with a high level of integrity
Comfortable working in a fast-paced, deadline-driven environment
AAT qualification or working towards (or equivalent accounting certification)
High attention to detail and accuracy in data entry and financial reporting
Experience in the insurance or financial services sector (preferred)
Discreet and trustworthy when handling confidential financial information
Willingness to learn and adapt to new systems and procedures
Nice to have:
Experience in the insurance or financial services sector
What we offer:
25 days holiday with the option to buy and sell
Hybrid working arrangements
Twice-yearly reviews to support your professional development
Health insurance
Death in service
Study support
Quarterly team events to foster a positive and collaborative environment
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