Job Description Template s10

Vacancy: Accounts Handler Reports to: Head of Finance/Deputy Head of Finance Location: Manchester Department: Finance Direct reports: None Job Purpose

To collect the insurance premiums due from our clients and liaise with our insurer partners to ensure that the premium is settled correctly and efficiently as possible.

The Finance Department deals with every single client within the Reich Group and although the overall purpose of the role is straightforward, the intricacies of our client base, our Insurer Partners and our own internal procedures, ensure that the role of Account Handler is one of variety. Managing both the clients and the Insurers payment expectations is paramount and the Account Handler must show both empathy and keen negotiating skills when dealing with either. The Account Handler must show a willingness to succeed within a demanding Finance Department and should be organized, proactive, efficient, committed, enthusiastic, diligent and a problem solver.

KEY ACCOUNTABILITIES Ensure the efficient collection of client insurance premiums within our credit terms Liaise with our Insurer Partners to ensure prompt payment within their credit terms, confirming at the same time that the Reich income levels are 100% correct Provide the Finance Management team with accurate and up to date MI Guarantee the accurate input of daily financial information within the client and insurer records at all times Liaise with our own internal clients to ensure 100% accuracy of information within our client and insurer records Comply with both the Financial Conduct Authority regulations and the departmental procedures at all times when dealing with client and insurer money Maintain an effective and organized work environment to guarantee efficiency and accuracy levels are sustained Continually update your own knowledge through a relevant internal and external training program Promote and embed the principles of equality and valuing diversity.

KNOWLEDGE & EXPERIENCE ESSENTIAL DESIRABLE Experience and accountability in a finance role. X Good level of customer service experience X Knowledge and experience of credit control X Experience of working in a Broking environment X SKILLS & BEHAVIOURS ESSENTIAL DESIRABLE

Revised 2015 Excellent problem-solving skills (complex) X Strong customer focus X Ability to think and contribute strategically and turn X concepts into actionable plans Able to demonstrate strong commercial and risk awareness X Excellent analytical skills X Excellent negotiation skills X Excellent attention to detail X Innovative & Creative X Excellent presentation and interpersonal skills X Highly motivated/enthusiastic/driven X Good team-worker X Good Excel and database skills X High standard of numeracy and grammar skills X Intellectual capacity to objectively analyse information X from different sources Planning and Organising: Able to demonstrate structured X and organised thinking to achieve results and manage workload effectively Supporter of individual, team and corporate development X Ambition and Drive - develops challenging but achievable X plans and takes the decisions and actions necessary to ensure they are implemented Proactive, can do approach X

Excellent judgement and decision making skills X

High levels of personal resilience, able to remain highly X effective in changing business circumstances

QUALIFICATIONS ESSENTIAL DESIRABLE Higher level degree or equivalent X

AAT or working towards X

Revised 2015