Accounts Assistant

Overview

SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.

We are currently seeking an experienced Accounts Assistant to join our team. The ideal candidate will have a strong background in financial administration, excellent attention to detail, and the ability to work efficiently. This is a great opportunity to become part of a supportive and professional team, contributing to the smooth running of our finance department.

Principle Objectives And Responsibilities

• To always act with integrity
• To always act with due care, skill & diligence
• To always be open and cooperative with the FCA, the PRA, any other regulators, compliance teams etc.
• To observe proper standards of market conduct
• To supervise or carry out the accounts, processing money and credit control function of insurance for ensuring fair treatment of our clients.
• Work strictly within the limits afforded to SJL by insurers and finance providers
• To actively contact clients and brokers to ensure policies are paid for within the limits of the credit terms
• Make credit control decisions and recommendations
• To process money compliantly
• To attend meetings with clients, brokers, insurers and finance providers where needed
• To ensure that all communications with brokers, insurers and clients are accurately recorded as per the Firm’s Procedures Manual.
• To develop ongoing, mutually beneficial relationships with Brokers, Clients, Introducers and Insurers
• Adhere to all company policies as detailed in the company handbook
• Embrace and use Broker Assess for all CPD, ensuring you meet minimum standards as laid out by the firm
• Respond in a timely manner to all client queries and ensure that communications with the customer and/or insurers, or other relevant business contacts are recorded and uploaded on to the firms back office recording system
• To assist clients in processing Direct Debits compliantly and within appropriate time scales
  
  

Skills Required

• Confident telephone manner
• Friendly but firm approach when discussing settling accounts with clients and brokers
• Ability to prioritise and organise own workload to ensure that deadlines are adhered to
• Ability to construct effective written communications, including letters, emails and reports
• Ability to liaise confidently and effectively via the telephone, in writing and face to face
• Able to manage time effectively
• Knowledge and understanding of a wide range of insurance contracts including current market conditions
• Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD.
• Knowledge and understanding of the firms IT system and use of its computer quotation engines
• Willingness to continue to learn and develop
• Awareness of financial vulnerabilities and ability to seek the best outcome within FCA rules and company guidelines
• Ability to work & communicate effectively within a team and wider company