We have a fantastic opportunity for a detail-oriented Accounts Officer to join our boutique, niche insurance team. This full-time role focuses on accounts receivable functions and providing administrative support to our close-knit team.

About the Role

The successful candidate will be responsible for confirming payment details for all clients, ensuring accuracy, and processing payments in accordance with weekly and monthly targets. Key responsibilities include client follow-up, managing the end-to-end policy cancellation process, supporting renewals, and handling debt collection activities as required.

This role requires a high level of computer literacy and the ability to work across multiple systems. You will be expected to generate, interpret, and monitor reports from various platforms. Close collaboration with the Senior Personnel is essential, particularly in identifying and escalating payment issues to ensure the smooth and timely collection of funds.

Key Responsibilities

Process and confirm payment details for new and renewing business

managing the end-to-end policy cancellation process

Follow up with clients regarding renewals and outstanding payments

Monitor accounts receivable performance against set targets (weekly and monthly)

Identify discrepancies and escalate issues to the Senior Broker

Generate and interpret standard reports to track account balances and payment status

Assist in debt collection follow-up processes

Provide general administrative support including responding to client correspondence

Maintain accurate records and client information in the database

Engage positively with clients and internal staff

Skills & Experience Required

Minimum 2 years’ experience in bookkeeping, cashiering, or sales support

Experience in debt collection follow-up and account reconciliation

Strong problem-solving skills and a proactive approach to work

Excellent organisational skills and high attention to detail

Confident written and verbal communication skills, including client liaison

Ability to prioritise tasks in a busy, fast-paced environment

Above-average data entry and computer skills

Certificate III in a relevant field (highly regarded but not essential)

Additional Information

Position is covered under the Banking, Finance and Insurance Award 2020

Only shortlisted applicants will be contacted due to expected volume of applications