Job Description

Job Information Accounts Assistant - Insurance Brokerage
Location: Tadcaster
Salary: 28,000 - 35,000 (Dependent on Experience)
Working Pattern: Full-time or Part time options available - Flexible Hours
The Role
Are you a detail-oriented finance professional looking to grow within a dynamic insurance environment? We are looking for an Accounts Assistant to join our established North Leeds team. This is a critical role focused on maintaining the integrity of our financial data and ensuring smooth transactions between our clients and insurance partners.
Key Responsibilities
Your primary focus will be the reconciliation of insurer statements, ensuring all premiums and commissions are accurately tracked and settled.

• Insurer Reconciliations: Perform regular reconciliations of insurer statements against our internal back-office systems.
• Credit Control: Monitor aged debt and liaise with account handlers to ensure timely premium collection.
• Payment Processing: Prepare and process BACS payments for insurer settlements and client refunds.
• Query Resolution: Investigate and resolve discrepancies in premium amounts, commissions, or tax (IPT) calculations.
• Banking: Daily posting of cash receipts and bank statement reconciliation.

About You
The ideal candidate will have a "can-do" attitude and a high level of numerical accuracy.

• Experience: Previous experience in a finance role (Accounts Assistant/Bookkeeper) is essential. Insurance industry experience is highly desirable.
• Skills: Strong Excel skills ( and the ability to handle high volumes of data.
• Systems: Familiarity with insurance software Acturis is a major plus.
• Traits: Methodical, organized, and capable of working to month-end deadlines.

Why Join Us?

• Growth: Support for professional qualifications (AAT or CII).
• Environment: Friendly, professional office with free on-site parking.
• Benefits: Competitive pension scheme, 25 days holiday + bank holidays, and regular team social events.

How to Apply
If you are ready to take the next step in your accounts career in a thriving North Leeds business, please submit your CV and a brief cover letter highlighting your reconciliation experience.

Skills Required