Job Opportunity at Britam Assistant Accountant

 Job purpose

The role holder will be responsible for reconciliation of clients’ accounts and ensure queries from intermediaries are promptly responded.  

Key responsibilities

Cash flow management – Daily monitoring of customer accounts and ensure adherence to cash before cover policy, handle the collection of premiums and find the resolution of account queries.

Customer retention and loyalty- Timely payment of commission

Verification of premium payment before processing claim- No claim file not confirmed within 24 hours.

Allocating daily receipts to all customer accounts

Providing accounts information to internal departments

Intermediaries reconciliation- No unreconciled balances more than 30 days Send monthly reconcile statement to intermediaries,

Job Opportunity at Britam Assistant Accountant

Lease with underwriters daily on funds received with no debit for timely postings.

Support all strategic initiatives that are in place which focus on premium collection and credit control issues for head office as well as for all the branches

Ensure all customers and direct clients /Agency queries are responded immediately. Ensure all commission reports are reconciled and paid by 5th of every month, Ensure all outstanding statement are sent by 10th  of every month.

Regional cooperation, expansion & other assignments:- Ensure all regional queries  on credit control issues are responded immediately and all reports required from receivables are prepared on time

Deliver on performance requirements as defined in the departments’ strategy map, balanced scorecard and Personal Scorecard.

Key Performance Measures

Debtors ratio

TAT for commission payment

TAT for allocation of receipts

TAT for reconciliation of intermediary balances

Job Opportunity at Britam Assistant Accountant

Working Relationships

Internal Relationships:

Responsible to Senior Accountant – Credit Control

Required to liaise and work closely with claims, underwriting & sales departments

External Relationships:

Brokers, Agents, Banks and direct customers

TIRA

Knowledge, experience and qualifications required

Bachelor degree (Accounting and Business related options preferred)

Knowledge of insurance regulatory requirements

Knowledge of Britam products

Job Opportunity at Britam Assistant Accountant

Essential Competencies

Learning and Researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making at management level; learns from successes and failures and seeks colleague and customer feedback.

Working with People: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.

Applying Expertise and Technology: Applies specialist and technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.

Job Opportunity at Britam Assistant Accountant

Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; exhibits high standards for quality and quantity; monitors and maintains own quality and productivity; works in a systematic, methodical and orderly way; consistently achieves projects goals.

Following Instructions and Procedures: Follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation; complies with legal obligations and safety requirements of the role.

Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; accepts diversity; display individual responsibility towards the community and the environment; models the organisational values during every day interactions.