Accounts Assistant

Recruiter
Equals One
Location
Leeds, UK
Salary
20,000 - 25,000 per annum
Posted
20 Sep 2021
Closes
27 Sep 2021
Ref
2473932177
Accounts Assistant

20-25k dependent on experience

Yeadon, Leeds, LS19 7ZA

Full time

Description:

This is a fantastic opportunity to work in the financial sector at one of the UKs fastest growing Independent Insurance Brokers. With an aim of becoming the UKs Largest independent insurance broker and a plan to grow the business organically, you can be sure that you are part of a company and culture that's dynamic & forward thinking.

Reporting to the Associate Director of Accounts you will provide effective administrative assistance & back up support to the Accounts Team.

The position provides exposure to a broad range of Accounting administrative activities. The primary objective will be to provide support to the Accounts team to enable the company to achieve its goals and ensure cashflow targets are met.

WHO YOU'LL BE WORKING FOR...

We've got a fast-paced environment but with a distinctly friendly and informal feel around our offices.

We know that you can do great work without the suits. We believe in making a difference, teamwork and putting the customer first in everything that we do. It's an approach that's allowed us to keep delivering award winning products and services for over 22 years.

With perks, progression, learning, and wellbeing initiatives all built into our business, we care about making sure you're as happy in work, as you are out of it.

About You:

We want our people to work hard, play hard, and have a lot of fun along the way. You will be curious to learn and personally develop your career to be the best version of you.

With a passion for delivering exceptional customer service, you will be driven to succeed and work as part of a team. We want people to own it. We celebrate success together and learn as a team from our mistakes.

Job purpose:

Working closely with your account's colleagues and the existing business team you will have a varied range of duties.

Key responsibilities and accountabilities:
  • Cashiering
  • Credit control
  • Aged debtors
  • Refunding return premiums to our clients
  • Resolving client & insurer queries with input from the brokers/execs.
  • Reconciling & paying Insurers
  • Setting up finance
  • Finance arrears
  • Handling and responding to requests quickly, efficiently, and accurately
  • Building up detailed knowledge about the company's products
  • Treat customers fairly at all times having assessed their specific needs
  • Understanding and maintaining a good working knowledge of the rules and compliance procedures of the FCA
  • Ensure that you conduct yourself in accordance with FCA rules and guidelines as issued by the company

Key Performance Indicators:
  • Compliance with Romero procedures.
  • Complaints & Complaint procedure.
  • Innovation/problem solving.
  • Quality of Client Files/Computer Records.
  • Clarity of Paperwork/Completed Paperwork.
  • Maintenance of Company Service Standards.

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