Accountant / Administrator – Insurance

About the role

Our client, an insurance firm, is looking for an Accountant / Administrator to oversee both accounting functions and insurance administration. The role ensures accurate financial record‑keeping, timely policy processing, and smooth day‑to‑day office operations while delivering high‑quality service to clients and providers.

Key responsibilities

• Maintain accounting records, post transactions, reconcile bank and provider statements, and prepare monthly management accounts using Birthmark and QuickBooks.
• Process payroll, statutory deductions and ensure compliance with regulatory obligations.
• Administer underwriting for medical, life, general and travel insurance, obtain quotations, prepare comparison schedules and manage policy renewals, endorsements and claims.
• Prepare client invoices, debit notes, monthly statements and manage payments, fostering strong relationships with clients and insurance providers.
• Handle office administration tasks including filing, document management, telephone handling and monitoring office utilities and licences.

Required profile

• Bachelor’s degree or Diploma in Accounting, Finance, Business Administration, Insurance or related field.
• CPA Part II, ACCA or equivalent professional qualification (preferred).
• 2–3 years of experience in accounting, administration or the insurance industry.
• Working knowledge of QuickBooks, Birthmark, Microsoft Excel and other Microsoft Office applications.

Required skills

• QuickBooks
• Birthmark
• Microsoft Excel
• Microsoft Office suite