Insure Connect Services

Accountant

• Overseeing and coordinating the financial reporting, compliance, and accounting activities
• Maintain and update cash flow forecasts to ensure solvency and liquidity compliance
• Prepare monthly management accounts and Board reporting packs
• Monitor capital adequacy in line with AFSL requirements
• Support external audits and going-concern assessments
• Manage daily trust account receipts, refunds, and reconciliations
• Process and reconcile broker bordereaux
• Oversee premium collections and broker commission settlements
• Ensure compliance with ASIC and trust account regulations
• Liaise with auditors on trust account matters
• Process supplier payments and skeleton payroll
• Maintain general ledger integrity (Xero)
• Perform monthly bank reconciliations
• Manage intercompany recharges
• Prepare and submit quarterly BAS returns
• Liaise with brokers, auditors, and external service providers
• Respond to finance-related queries on payments and settlements
• Support internal stakeholders with run-off reporting and analysis

Group Accountant, Short Term Insurance

Account Manager

• Portfolio Ownership
• End-to-end management of renewals, endorsements, MTAs, and client enquiries across a diverse commercial book.
• Manage annual renewals from pre-renewal strategy through to placement, documentation, and client communication.
• Handle endorsements, mid-term adjustments, and ongoing policy maintenance with accuracy and efficiency.
• Technical Underwriting & Placement Support
• Provide technical underwriting support on both standard and complex commercial risks.
• Assist senior team members with larger, more complex accounts, including insurer negotiations, market presentations, and placement strategies.
• Review policy wordings, terms, conditions, and premiums to ensure suitability and compliance.
• Client & Insurer Engagement
• Act as a key point of contact for clients and insurers, maintaining strong professional relationships.
• Liaise directly with underwriters to negotiate terms, resolve queries, and secure competitive outcomes.
• Support claims processes where required, ensuring smooth communication and resolution.
• Growth, Retention & Book Development
• Identify cross-sell and upsell opportunities within the existing portfolio.
• Support new business initiatives through technical input, onboarding, and transition of accounts.
• Contribute to retention strategies by delivering proactive, reliable service.
• Process, Systems & Quality Control
• Work confidently within a modern broking platform and related systems.
• Contribute to the continuous improvement of internal processes, workflows, and service standards.
• Ensure compliance with regulatory requirements, internal governance, and documentation standards.

Group Accountant, Short Term Insurance

Commercial Insurance Account Manager