Insurance Accounts Officer

360 Underwriting Solutions Pty Ltd; Sydney; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

WFH flexibility

CBD location

Job summary

360 Underwriting Solutions Pty Ltd is seeking an Insurance Accounts Officer to join the Finance Group Services team in Sydney. You will handle receipting, account allocation and reconciliations while supporting underwriters and accountants in a growing insurance environment.

This full-time, maternity leave cover role offers a chance to develop core accounting skills within the intermediated insurance market, with a supportive team and exposure to month-end processes.

Qualifications

• Bachelor’s degree in Accounting is required.
• 1–2 years experience in accounts receivable or credit control preferred.
• Experience in corporate finance or insurance environments is a plus.
• Solid written and verbal communication skills; strong organisational abilities.

Responsibilities

• Process daily receipts and payments accurately and timely.
• Minimise unallocated cash; ensure correct account allocation.
• Monitor overdue accounts and follow up as needed.
• Collaborate with underwriters to resolve policy/payment discrepancies.
• Respond to client account queries professionally and promptly.
• Support bank reconciliations with the accounting team.

Skills

Attention to detail

Willingness to learn

Follow processes

Written & verbal communication

Organisational skills

Deadline orientation

Education

Bachelor’s degree in Accounting

Tools

Microsoft Excel

Job description

Looking for your next opportunity in insurance?

360 Underwriting Solutions is seeking a detail-driven Insurance Accounts Officer to join our Finance Group Services team in Sydney’s Barangaroo precinct. This role supports accurate receipting, account allocation, reconciliations, debtor follow-up, and account query resolution across our underwriting agency portfolio.

This role provides an excellent opportunity for someone who is looking to leverage prior Accounts Receivable / Credit Control / Accounts Reconciliation experience to join a growing finance team supporting multiple underwriting agencies. The Insurance Accounts Officer will gain hands‑on experience across core accounting processes, month‑end activities, reconciliations, and reporting support, all while developing an understanding of the intermediated insurance market in a supported team environment. This position is ideal for someone in their accounting career who is eager to learn and build strong technical foundations within the insurance industry.

2. PRIMARY PURPOSE:

As part of our Insurance Accounts Team, you’ll play a key role in ensuring accurate receipting, managing account queries, and supporting our underwriters and accountants to maintain financial integrity across the Group.

Key Responsibilities

• Process daily receipts and payments with accuracy and timeliness
• Minimise unallocated cash and ensure correct account allocation
• Monitor and follow up on overdue accounts
• Collaborate with underwriters to resolve policy/payment discrepancies
• Respond to client account queries professionally and promptly
• Support trust bank reconciliations with our accounting team

3. KEY ACCOUNTABILITIES

DESCRIPTION

• Monitor, follow up and upscale on overdue debt balances
• Assist with compliance activities, including audit requests, regulatory reporting support, and maintaining audit‑ready documentation
• Collaborate with team members to ensure smooth daily operations and provide backup support where required
• Follow established processes and contribute suggestions for incremental improvements to enhance accuracy and efficiency
• Assist the FC, CFO, and senior accountants with ad‑hoc tasks, reporting, and analysis as needed

4. POSITION CONTEXT:

The role requires strong attention to detail, a willingness to learn, and the ability to follow established processes accurately. The Insurance Accounts Officer will develop skills in financial systems, data management, and reporting while working in a supportive team environment.

JOB SPECIFICATION

5. QUALIFICATIONS, EXPERIENCE, & SKILLS:

QUALIFICATIONS

– bachelor’s degree, with emphasis on Accounting.

EXPERIENCE

– 1–2 years experience in an accounts receivable or credit control. Exposure to corporate finance and insurance environments preferred.

SKILLS

– Strong attention to detail; willingness to learn; ability to follow processes; good written and verbal communication skills; strong organisational skills; ability to work to deadlines.

KNOWLEDGE

– Basic understanding of accounting principles; familiarity with Microsoft Office (especially Excel); interest in developing financial systems literacy; comfort in handling and managing data.

6. BEHAVIOURAL COMPENTANCIES

Initiative

Demonstrates curiosity, asks questions, and takes ownership of assigned tasks.

Integrity/Self-Management

Acts professionally, maintains confidentiality, and aligns with organisational values.

Quality Orientation/Thoroughness

Shows strong attention to detail, checks work carefully, and ensures accuracy in reconciliations and reports

Communicating Ideas and Information

Communicates clearly with team members and adapts communication style as needed.

Teamwork/Team Membership

Works collaboratively, supports colleagues, and contributes positively to team culture.

Planning & Organising/Work Management

Manages time effectively, prioritises tasks, and meets deadlines with guidance.

7. WORK CONDITIONS

• This is a full time, maternity leave cover position.
• Office based role with 1 day per week WFH flexibility, subject to manager agreement following initial onboarding
• CBD location, between Wynyard and Barangaroo stations, with end of trip facilities

8. OUR CULTURE

At 360, we believe in “People You Know.” We foster genuine relationships, face‑to‑face collaboration, and a culture where every team member feels valued. We invest in people and celebrate success —because when our people thrive, so does our business