Finance Executive - Insurance
Here’s a mixed order of the bullet points:
- Facilitate the collection of HAAD payments and coordinate with Operations for account notifications.
- Prepare broker commission statements and manage the processing of payments.
- Manage the Collections Register, ensuring that all receipts (including premium, HAAD, and non-AR) are accurately recorded.
- Issue manual debit and credit notes for AR-related party transactions on a monthly basis.
- Assist Operations in issuing manual invoices and support month-end sales invoice bookings in the system.
- Oversee and maintain the Accounts Receivables Master Report, including managing collections, broker commissions, and premium refunds, with a focus on transitioning to a new insurance core system.
- Ensure all relevant documentation is submitted in accordance with accounting and auditing standards, including signed quotations, broker agreements, VAT certificates, tax invoices, and regulatory licenses.
- Accurately record premium collections in the system, ensuring proper reconciliation of broker accounts and timely processing of commission payments.
- Manage the full range of finance functions within the Microsoft Business Central (MBC) accounting system, driving the implementation of process simplifications across the finance function.
- Assist with the monthly closing process and support audits by reconciling accounts receivable and broker payables ledgers, as well as preparing balance confirmations.
- Ensure the timely collection of premiums for assigned clients, including both direct and broker accounts, while adhering to credit terms.
- Maintain consistent communication through email and phone to ensure prompt and accurate collection of premiums, in accordance with credit control policies and guidelines.
- Securely manage petty cash, ensuring all disbursements are properly supported, approved, and replenished in a timely manner.
- Prepare and present weekly Accounts Receivable (AR) aging and collection reports to management for analysis and decision-making.
- Process premium refunds as requested, ensuring compliance with internal procedures and documentation requirements.
- Perform additional tasks as assigned by the Head of Finance.
Industry Experience:
- Advanced proficiency in Microsoft Office, especially Excel, and experience with multiple accounting systems (focused on MBC).
- Deep understanding of accounting principles, particularly those related to Accounts Receivables and Accounts Payables. IFRS 17 knowledge is a plus.
Technical Expertise:
- Experience with computerized accounting systems and the ability to leverage technology for improved financial management.
- Effective communication skills, both written and verbal, with a demonstrated ability to present complex financial information clearly.
- Strong knowledge of generally accepted accounting principles (GAAP).
Qualifications:
- Proven experience in a finance role with a focus on accounts receivable management.
- Bachelor’s Degree in Business Administration, Accounting, Finance, or a related field.
- English, French Speaking is a plus.
- Additional qualifications relevant to the job description.
Opportunités similaires
Le job de vos rêves n’est plus qu’à un clic.
Envoyez-nous votre CV et nous vous mettrons directement en contact avec l'un de nos recruteurs spécialisés qui vous guidera dans la recherche de l'emploi de vos rêves !
Derniers articles
Comment mettre en place sa stratégie marque employeur ? Découvrez les 7 étapes
La marque employeur est un concept marketing indispensable à toute entreprise qui souhaite soutenir son attractivité et fidéliser ses talents. Si les raisons de construire une marque employeur solide et positive sont évidentes, ce travail, pour qu’il soit réussi, ne peut se faire en deux temps trois mouvements. Il demande de mettre en œuvre un certain nombre d’actions.
Les tendances incontournables de l’employer branding en 2024
L'employer branding a évolué pour devenir un incontournable pour les entreprises qui cherchent à se distinguer dans la course aux talents.
Marque employeur : 7 erreurs à ne surtout pas commettre
Back Market, KPMG, Dassault, Shine… Ces entreprises de taille différente ont une marque employeur forte leur garantissant une attractivité et une fidélisation à faire pâlir leurs concurrents.
Rejoignez notre communauté active de professionnels et découvrez votre potentiel.
Pour vous tenir au courant de nos dernières actualités.