Insurance/Accounting Assistant

Sovereign Insurance Australia are seeking a dynamic and detail-oriented individual to join our team as an Insurance/Accounting Assistant. Reporting directly to the Financial Operations Manager, this role will be pivotal in supporting the financial activities and operations of our organisation.

https://sovereignaustralia.com.au/

Duties & responsibilities:

• Process and maintain accurate records of financial transactions, including accounts payable and receivable.
• Perform daily bookkeeping entries, including general ledger maintenance, and conduct required reconciliations.
• Process insurance business, including sales, cancellations, claims, and disputes/settlements.
• Assist with enquiries from customers, clients, and partner insurers, providing exceptional customer service.
• Preparation of monthly accounts and end-of-month analysis and reporting.
• Preparation and lodgement of periodic BAS, Stamp Duty, Withholding Tax, and other applicable returns, liaising with relevant revenue agencies when required.
• Manage client bordereaux and conduct analysis to ensure accuracy and compliance with regulatory requirements.
• Assist management in compiling and organising data for risk assessment and binder review.
• Analysis and entry into accounting software for periodic insurance reporting.
• Assist in preparing financial reports and statements.
• Prepare periodic reporting to regulatory bodies such as ATO, ASIC and APRA.
• Assist management with audits and responding to enquiries from regulatory agencies and auditing firms.

Experience & attributes:

• Tertiary qualifications in accounting, finance, or a related field.
• Between 2-5 years of experience in an accounting or finance related role; insurance experience highly regarded.
• Familiarity with insurance regulations and industry standards.
• Experience in preparing financial data and reporting for boards, committees, and external regulators.
• Proficiency in accounting software and Microsoft Office Suite.
• Strong attention to detail and accuracy in data entry and record-keeping.
• Ability to prioritise tasks and manage time effectively in a fast-paced environment with minimal supervision.
• Keen problem-solving skills.
• Strong written and verbal communication skills.

Benefits on offer:

• Competitive remuneration package designed to reward your talents and contributions.
• Exciting career growth opportunities within our innovative business.
• Access to comprehensive onsite training and continuous professional development to support your career advancement.
• Thrive within a small, cohesive team environment, empowering you to work autonomously and make meaningful contributions.

About us:

Sovereign Insurance Australia is a new, dynamic insurer, establishing ourselves within a group of companies that have been operating for over 30 years. Our aim is to offer reputable and bespoke insurance products to meet customer needs. Based on the outskirts of Brisbane, we provide insurance solutions within Australia and beyond.

Join us today! Click the Apply button and send us a copy of your current CV outlining your experience. We look forward to welcoming you!