Account Reconciliation Specialist in Brentwood - CV-Library

Account Reconciliation Specialist

Brentwood

Hybrid Working

Role Summary

The role is focused on managing the reconciliation and settlement of insurer accounts, ensuring compliance with regulatory and financial standards, and maintaining strong relationships with insurers. The role requires coordination with underwriters, sales teams, and finance stakeholders to address queries and meet deadlines.

Responsibilities

Reconciliation and settlement of insurer accounts

Liaising with UW / Sales departments regarding queries

Ensuring month end reconciliations are within deadlines

Keeping settlements within agreed terms

Maintaining good insurer relationships

Responsible for petty cash fund and reconciliation

Completion of required CPD

Skills

Experience within a finance department

Strong reconciliation skills

Understanding of insurance broking / IBA accounts processes

Good Excel knowledge

Understanding of regulatory standards and practices

Good time management

Understanding of insurer credit terms