Accounts & Finance Administrator (Insurance Broking)
Location: Ivanhoe, Melbourne VIC
Employment Type: Full-Time
An exciting opportunity is available for an experienced Accounts & Finance Administrator to join a well-established insurance broking business based in Ivanhoe. This role plays a key part in ensuring the smooth day-to-day financial operations of the business, supporting brokers, insurers and clients through accurate financial administration and trust accounting processes.
You'll work within a collaborative team environment where your attention to detail, organisational skills and understanding of insurance broking operations will be highly valued.
As the Accounts & Finance Administrator, your responsibilities will include:
- Process daily client receipts and accurately allocate payments within the broking management system.
- Reconcile bank deposits, insurer accounts, commission accounts and other financial records.
- Prepare insurer and underwriting agency payment runs and premium remittances.
- Reconcile insurer commission statements and investigate payment discrepancies.
- Manage debtor accounts, follow up outstanding balances and produce aged debtor reports.
- Process premium adjustments, cancellations and refunds.
- Assist with month-end financial administration, journals and audit requests.
- Maintain accurate financial records and ensure compliance with trust accounting obligations.
- Support brokers with financial and account-related enquiries.
- Identify opportunities to improve financial processes and administrative efficiency.
To be successful in this role, you'll ideally have:
- Previous experience in accounts administration, finance or insurance broking operations.
- Experience working within the general insurance or insurance broking industry.
- Strong reconciliation and accounts receivable experience.
- Excellent attention to detail and organisational skills.
- Strong communication and stakeholder management skills.
- Intermediate to advanced Microsoft Excel skills.
- Experience using broking management systems or accounting software (e.g. Winbeat, Insight, Sunrise, Xero or MYOB) will be highly regarded.
- The ability to manage competing priorities and work independently in a fast-paced environment.
What's on Offer
- Convenient Ivanhoe location with onsite parking and public transport access.
- Join a supportive, team-oriented and professional team.
- Diverse role with exposure across finance and insurance operations.
- Ongoing training and career development opportunities.
- Competitive salary package based on experience.
- Opportunity to make a meaningful contribution within a growing insurance broking business.
Apply Now or Refer a Friend
If you think this could be the role for you, please apply now.
If you have any questions, please contact Will Westcott from Fuse Recruitment
[email protected]
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📌 Account and Finance administrator (Ivanhoe East)
🏢 Fuse Recruitment
📍 Ivanhoe East