up to £30,000pa + benefits

Senior Accounts Technician

Ref: 3762| Posted: 21st Oct 2021


We have an excellent job opportunity for an experienced Insurance Accounts Technician to join a thriving business based in Surrey. You will be responsible for Premium Finance, Aged & Small Debts, Reconciliation, Bordereau, Refunds, Banking and Cashbooks. You will provide leadership to junior members of the team and act as a referral point within the team.

Job Responsibilities:

  • Ensure timely and efficient reconciliation of financial transactions, processing of payments (individual payments/chargebacks/ Bordereau, etc).
  • Ensure aged and small debt chase processes are followed and debts reconciled.
  • Responsibility for premium finance
  • Ensure all cashbooks and ledger accounts are kept up to date with service standards adhered to.
  • Responsibility for the refund process.
  • Ensure reliable data-quality in our incoming and outgoing financial records, as well as managing communications with internal and external stakeholders and business partners.
  • Manage, validate, and accurately process financial transactions
  • Reconcile financial data to/from vendor partners (via Imported data / Bordereaux)
  • Request, process and import data submissions on policy systems and identify any reporting issues to escalate to appropriate parties in a timely fashion.
  • Complete monthly one to one with members of your team and address any performance concerns.
  • Work closely with members of the management team to further develop and strengthen the accounting function or associated processes
  • Ensuring team adhere to all company policies and requirements
  • Ensure regulatory requirements are adhered to within the team

What skills and Experience do I need?


  • Educated to A-level or equivalent
  • Insurance industry experience is desirable
  • AAT or ACCA approved qualification desirable


  • Proven experience as a senior account’s technician
  • Track record of personal development and growth in previous roles
  • Experience working with file import mechanisms and data quality
  • Advanced skills with Microsoft Excel


  • Excellent numeracy and communication skills
  • Articulate and analytical
  • High level of attention to detail to ensure accurate documentation is maintained
  • A proactive attitude and enthusiastic approach
  • Able to prioritise your workload
  • Understanding of principles of insurance
  • Strong technical skills and ability to meet deadlines


  • Commercially focused
  • Effective team player and collaborator
  • Excellent time management skills
  • Displays a willingness to learn from experiences and new situations
  • Maintain a conscientious, positive and enthusiastic approach to work, maintaining good working relationships with colleagues.
  • Has the ability to work well under pressure
  • A proactive attitude and enthusiastic approach
  • Excellent time management skills

What are the benefits?

  • Easy access to a selection of mainline transport links including rail, bus and car
  • 28 days holiday (including bank holidays) increasing by 1 day per year to a maximum of 33 days
  • Stakeholder pension scheme
  • Flexitime System – up to 10 “flex” days per year
  • 35 hour working week – Office hours are 8am to 6pm following shift pattern
  • Perkbox and Perkbox Medial subscription
  • Option to purchase additional holiday entitlement
  • Day off on your birthday

Find out right now if this could be your perfect next job; call our friendly and experienced team.

Please apply to this role by submitting your most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.