Insurance & Superannuation

Junior Accounts Assistant

Full Time


Provide an accounting administration service for specified Business Units within the company. Achieve targets, develop the business and deliver an excellent comprehensive service

Ensure that responsibilities are completed in accordance with the relevant Company and/or Group policies


Achieve Results through Relationships with All Parties

  • Deliver a personal performance that contributes towards the Company achieving its objectives.

  • Achieve lasting relationships with all parties (clients, markets, suppliers, third parties and other staff)

Delivery of Service

  • Consistently deliver an excellent and comprehensive service

Conduct and Integrity

  • Ensure all dealings are carried out with integrity and professionalism

  • Act in utmost good faith, in accordance with the relevant Company and/or Group policies and never risk the Company’s reputation

Development and Professionalism

  • Continuously develop skills and knowledge

  • Develop others where you are responsible for their performance



  • Develop strong relationships with the Business Units, Suppliers & Markets

  • Respond to the Business Units’ requirements as appropriate

  • Behave with all clients (both internal and external) fairly and ethically


  • Assist with reviewing and processing of IBA payment requests

  • Ensure all manual payment requests are recorded on the IBA reconciliation system

  • Ensure all claim payment requests are forwarded to cashiers within agreed timeframe

  • Forward IBA settlements to cashiers within agreed timeframe

  • Resolve queries promptly and efficiently, in a courteous and efficient manner consistent with agreed Service Level timeframes

  • Assist with processing of relevant entries onto Group company IBA systems

  • Assist with the reconciliation of accounts to markets and clients, as required

  • Ensure Notice of Cancellation letters received directly from insurers are forwarded to relevant departments, so that they can action, as appropriate

  • Promptly bring to the attention of management any issues that may have a detrimental effect on the department or Company as a whole

  • Ensure up to date records are maintained at all times on the Company systems for the department and that information is appropriately filed


  • Ensure compliance with all applicable Group and Company policies and procedures and in particular CASS (Client Asset Sourcebook) rules

  • Ensure correct authorisation is obtained and processes followed when required by the Group and/or Company policies and procedures

  • Ensure compliance with legal and regulatory requirements

  • Ensure that own performance, HR and T&C records are up to date and meet the Group’s requirements

  • Maintain accurate records and deal with correspondence appropriately


  • Provide relevant management information to senior management where requested


  • Manage assigned projects and contribute to other projects as required

  • Respond appropriately to urgent issues as they arise

Market Awareness

  • Keep informed of legal and regulatory developments relevant to the department as appropriate to role

  • Share information that could be beneficial to the Company

Representing the Company

  • Any other reasonable duties, as required

Skills and abilities needed to perform the role

  • Client focused

  • Strong written and face to face communication skills

  • Attention to detail with ability to produce accurate documentation and to file documents appropriately

  • Ability to work effectively within a team

  • Focus on achieving results

  • Self-motivated

  • Competent IT skills, including but not limited to Microsoft Word, Excel and PowerPoint

  • Ability to communicate effectively, both verbally and in writing, with internal and external stakeholders

  • Able to undertake and demonstrate competence in technical training, as required by the industry regulator

Knowledge and Experience

  • Experience not essential, training will be given. However, preference will be given to applicants who have some experience of working in an office environment in an administrative capacity, ideally with numerical information

  • It will be an advantage if the applicant has an understanding of processes and procedures within the insurance market

Professional Qualifications

  • GCSE’s (or equivalent) including Maths and English essential (to Grade C)

SALARY: £18-£22K – Permanent Role


Employment Type Permanent

Advertiser Type Agency