Accounts Assistant

Cameron James Professional Recruitment; Harrow; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Healthcare options

Pension

Job summary

Insurance Broker Accounts Technician in Harrow, Middlesex is available through Cameron James Professional Recruitment. You will manage insurer and client ledgers, perform reconciliations, and process payments in Acturis, with strong attention to client money rules (CASS 5) and credit control.

The role requires 5+ years in Insurance Broker Accounts and Acturis proficiency, with a base salary up to £50,000 (DOE) and a flexible benefits package; on-site role in a supportive team.

Qualifications

• 5+ years Insurance Broker Accounts experience
• Acturis proficiency
• FCA regulations regarding client money (CASS 5)

Responsibilities

• IBA Accounting: Managing the Insurer and Client Ledger processes accurately and efficiently.
• Reconciliations: Performing daily bank reconciliations, insurer statement reconciliations, and resolving unallocated cash or discrepancies.
• System Management: Utilising Acturis daily to process payments, credit control, bordereaux, and premium calculations.
• Credit Control: Monitoring outstanding balances, chasing client debt, and maintaining low bad-debt levels.
• Insurer Relations: Processing insurer settlements and maintaining strong working relationships with insurer accounts teams.
• Reporting: Assisting the Finance Manager with month-end reports, IBA audit preparation, and compliance checks.

Tools

Acturis

Job description

Insurance Broker Accounts Technician - Harrow Middlesex

• Location: Harrow Middlesex
• Salary: Up to £50,000 base salary (dependent on experience) + Flexible Benefits package
• Role Type: Full-time, Permanent
• Key Requirements: 5+ years Insurance Broker Accounts experience & Acturis proficiency is essential

About the Role

Are you an experienced Insurance Accounts Technician looking for flexibility, competitive compensation, and a supportive team environment?

An established and growing insurance brokerage based in Harrow is seeking a skilled professional to manage their client and insurer accounting functions.

Key Responsibilities

• IBA Accounting: Managing the Insurer and Client Ledger processes accurately and efficiently.
• Reconciliations: Performing daily bank reconciliations, insurer statement reconciliations, and resolving unallocated cash or discrepancies.
• System Management: Utilising Acturis daily to process payments, credit control, bordereaux, and premium calculations.
• Credit Control: Monitoring outstanding balances, chasing client debt, and maintaining low bad-debt levels.
• Insurer Relations: Processing insurer settlements and maintaining strong working relationships with insurer accounts teams.
• Reporting: Assisting the Finance Manager with month-end reports, IBA audit preparation, and compliance checks.

Requirements & Skills

• Brokerage Experience 5+ years in a similar Insurance Broker Accounts (IBA) role (Essential).
• Software Skills Deep operational knowledge of Acturis software (Essential).
• Technical Knowledge Comprehensive understanding of FCA regulations regarding client money (CASS 5).
• Communication Strong verbal and written communication skills to liaise with underwriters, clients, and internal teams.
• Location / Travel Able to commute to the Harrow

What's on Offer?

• Base Salary: Up to £50,000 (DOE).
• Comprehensive Benefits: Tailored flex benefits package including healthcare options, pension,
• Career Growth: Join an established, supportive business that values work-life balance and internal development.