to join our team. This key role is responsible for managing the debtors and creditors on our policy administration system.
The ideal candidate will have
5 to 10 years of financial services experience
, with a strong preference for those skilled in
Cardinal CIMS
, along with proven managerial experience and a track record of leading and developing teams.
Responsibilities:
Manage all financial aspects related to policy accounts, ensuring invoices are correctly raised
Monitor and control the policy administration system to process payments accurately and reconcile accounts
Oversee unallocated funds and outstanding debts, ensuring full accountability
Develop and implement policies and procedures to improve account management efficiency
Maintain rigorous reconciliation processes to guarantee financial accuracy
Analyze financial data to spot trends and suggest improvements
Ensure compliance with regulatory and internal financial policies
Lead, mentor, and motivate a team of account management professionals, driving departmental success
Work closely with underwriting, claims, and other departments to resolve account issues
Prepare and present detailed financial reports and analysis for senior management
A Bachelor's degree in Finance, Accounting, Business Administration, or related field (essential)
Minimum 5 years' experience in financial services, with strong knowledge of policy administration processes
Proven experience managing debtors and creditors on a policy administration system
Cardinal CIMS experience is highly advantageous
At least 2 years' experience managing and developing a team
Excellent leadership and interpersonal skills with the ability to communicate effectively with internal and external stakeholders
Experience managing financial contracts, both term and monthly
Strong analytical and problem-solving skills, with keen attention to detail
What's In It For You?
A pivotal leadership role with significant impact on policy accounts operations
Competitive salary and benefits package
Opportunities for career advancement and professional development
Be part of a passionate, dynamic team committed to excellence in financial services
If you meet the qualifications and are eager to contribute your skills, we would love to hear from you!
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