Job Description

We are seeking an experienced and dedicated Policy Accounts Manager to join our team. The Policy Accounts Manager will be responsible for managing the debtors and creditors on our policy administration system. This role requires 5-10 years of experience in financial services, with a strong preference for candidates with Cardinal CIMS experience. The ideal candidate will also have managerial experience, with a proven track record of leading and developing teams.

Key Responsibilities:

Manage all financial elements related to policy accounts, which include both debtors and creditors, and ensuring the system is raising accurate invoices Oversee the policy administration system to ensure accurate and timely processing of financial transactions, including correctly reconciling and allocating payments Manage and report on unallocated funds and outstanding debts Develop and implement policies and procedures to optimize account management processes Ensure robust reconciliation processes are in place to ensure financial accuracy Monitor and analyse financial data to identify trends and potential areas for improvement Ensure compliance with regulatory requirements and internal policies related to financial transactions Lead and mentor a team of account management professionals, providing guidance and support to achieve departmental goals Collaborate with other departments, such as underwriting and claims, to address account-related issues and concerns Prepare and present financial reports and analysis to senior management as needed


Bachelor's degree in Finance, Accounting, Business Administration, or a related field (Requirement) 5+ years of experience in financial services, with a strong understanding of policy administration processes Prior experience managing debtors and creditors on a policy administration system Cardinal CIMS experience considered advantageous Proven experience managing people, with at least 2 years in a managerial role Strong leadership and interpersonal skills, with the ability to motivate and inspire a team Excellent communication skills, both verbal and written, with the ability to interact effectively with internal and external stakeholders Experience with financial management of contracts (term and monthly) required Analytical mindset with strong problem-solving abilities and attention to detail

Additional Information:

This is a leadership role within our organization, offering the opportunity to make a significant impact on our policy accounts operations Competitive salary available, including opportunities for career advancement and professional development The successful candidate will join a dynamic team dedicated to excellence in financial services

If you meet the qualifications and are interested in this exciting opportunity, please submit your resume and cover letter detailing your relevant experience and why you are the ideal candidate for the position. We look forward to hearing from you!