Accounting

• Follow up on outstanding premiums through but not limited to sending emails, phone calls and visits to clients ‘
• Ensure the debtors’ aging analysis is accurately prepared and circulated to the divisions on weekly basis
• Chair weekly debtors’ meetings with Operations and Client relations teams.
• Arrange for monthly meetings with management to discuss problematic debt
• Co-ordinate and track progress of debt collectors
• Prepare Debtors circularization letters for audit purposes
• Ensuring that all premiums received are receipted and properly allocated to client accounts in the system.
• Ensure monthly postings of premium payable, premium receivable, and commission receivable in the accounting system.
• Ensure that the unallocated cash report is accurate and promptly circulated to divisions for scrutiny and subsequent allocations.
• Client account reconciliations with the respective account handlers/clients where need be
• Ensure that premium payments to Underwriters are done monthly, remittance schedules shared and follow up on allocations by the Underwriter
• Ensure all the relevant taxes on commission and administration fees are filed by both the company and the various Underwriters.
• Maintain effective working capital and optimal interest income levels
• Assist in preparation of relevant documents for IRA licensing.

Client Relations

• Resolve basic client queries and reconciliation issues in a timely manner.
• Proactively foster cordial working relations with all stakeholders to enhance client satisfaction and service delivery.
• Promote beneficial relationships between the company and the Underwriter to aid in claim settlements, especially when premiums are yet to be remitted to the Underwriter.

Professional Development

• People skills
• Develop technical knowledge through formal on the job training
• Identify potential process improvements and other inefficiencies and escalate to senior resources

Experience and personal qualities

• Bachelor of Commerce Finance/ Accounting or equivalent
• CPA-K/ ACCA Final
• Minimum 3 years’ experience
• MS Office with focus on Excel Skills
• System proficiency
• Integrity
• Analytical Skills
• Results orientated
• Excellent oral & written communication skills
• Responsible & accountable
• Time management
• Accuracy and attention to detail
• Persuasive