HEALTH AND LIFE

Responsibility

• primarily you will be responsible for accurately submit the information gathered and update systems
• preparing and sending out via portal, email, or post client documentation
• working with colleagues and Insurers to make sure our client’s policies can be submitted correctly and put on risk
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• champion and drive a strong culture of compliance and regulatory principles

Requirements

• clear career progression structure
• pension scheme
• death in Service Life Insurance
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• critical Illness Cover
• proactive approach with the ability to manage and prioritize own workloads productively
• professional attitude
• subsidised Private Medical Insurance
• confident user of computer systems and following processes and procedures
• option to work up to 3 days from home a week plus your 1 in 4 saturday shift
• option to work up to 3 days from home a week
• an eye for detail
• 23 days holiday, rising to 25 with service
• increased maternity/paternity pay with service
• regular paid social events are enjoyed here, as well as discounted gym membership, retail discounts scheme and child care vouchers
• perk Box – High Street Savings, Discounted Memberships and Freebies
• health Assured – Employee Assistance Programme
• annual Wellbeing Schedule – On-site Health Checks, Reflexology and Dietician
• gloucester, GL3 4ZP: reliably commute or plan to relocate before starting work

Benefits

• profit sharing

Earnings for position customer service administrator

Responsibility

• aiding assistant accountant in processing insurer statements to the CRM system
• monthly Balance sheet reconciliations
• reporting to the Finance Manager, while offering support to the wider business, the purpose of this role is provide accounting support to the company as we enter an exciting period of growth
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• managing commission owed by insurers
• the role is all encompassing covering day to day accounting, transactional processes, monthly management accounts, financial statements and as the company is growing, there will be opportunities to get involved in an array of other activities and projects as they arise
• assisting with annual budget production
• ad-hoc analysis as requested by colleagues/Group Finance
• calculation of bonuses for sales staff
• preparation of monthly management accounts, month end journals including prepayments, accruals, and fixed asset entries. This will include analysis of variance to budget for monthly management reporting packs
• reporting of KPI’s to Group Finance
• highly involved in year audit

Requirements

• 3-5 years experience of preparing Management Accounts for a £1m-£20m turnover business
• AAT Qualified or working towards ACCA/CIMA qualifications
• enthusiastic , highly numerate and detailed
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• able to deal with multiple tasks and prioritise these to the business needs
• ability to work independently or as part of a team
• able to work to deadlines; month end, year end audit
• be able to question current thinking/processes with a view to making improvements
• gloucester, GL3 4ZP: reliably commute or plan to relocate before starting work

Benefits

• profit sharing

Earnings for position management accountant

Responsibility

• follow up leads from high quality sources such as Compare the Market and Money Supermarket
• provide advice to customers on Health Insurance products, balancing customer service with the drive to hit sales targets
• to deliver on agreed sales targets and maximise opportunities for future business growth
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• to assess client’s needs and quickly and effectively deliver insurance solutions in line with compliance and regulatory requirements
• to ensure all clients receive the most appropriate advice and service
• through building effective relationships, ensure clients receive the best value from their cover and identify additional beneficial products
• identify and respond to all up-sell and cross-sell opportunities

Requirements

• positive, motivated and driven to achieve results
• passion to go above and beyond for customers
• pro active with a natural drive to succeed
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• experience of working in a targeted environment
• industry or product knowledge desirable
• cert CII desirable but not essential - We will pay for and support you in obtaining your CertCII upon completion of your probation period

Benefits

• profit sharing

Earnings for position sales adviser