Processing Accounts Analyst
Processing Accounts Analyst
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Job Description
Steadfast Group is the largest general insurance broker network and the largest underwriting agency group in Australasia with growing operations internationally. We were founded on the belief that a network of brokers would be stronger together and this idea has been the backbone of our culture ever since. We believe that none of us is as good as all of us.
At Steadfast we take pride in the diverse mix of individuals and skill sets within our organisation. Our team members collaborate across various business units to not only bolster our broker network but also to pioneer the innovative thinking systems and technologies that will propel the insurance sector into the future.
We are leaders of the general insurance broking and underwriting industry and we lead from the front.
About the opportunity
We are seeking a Processing Accounts Analyst to join our team. The purpose of the role is to ensure that all movements in the trust account are accurately accounted for including but not limited to daily receipting payments income drawings etc. The role also includes debtor management unallocated cash monitoring/resolution and actioning items in the various inboxes on a daytoday basis.
Responsibilities
- Daily Cash receipt management and allocation for general insurance products including investigation of missing information and mismatched amounts and following up relevant parties to resolve
- Daily Inbox management and monitoring
- Daily bank / trust account reconciliations and update of system interface journals
- Daily update of Unallocated Cash registers and liaising with brokers and underwriters on resolution
- Review of Debtor report to review any write offs to be processed
- Processing of broker refunds withdrawals and other payments throughout the month
- Management of key requirements under a variety of different general insurance binders
- Processing of income and GST drawings
- Processing and lodgement of various government taxes e.g. Stamp Duty Fire Service Levy etc.
- Assist in gathering evidence and support for agencies system audit
- Assist adhoc and/or general queries as required
- Processing End of month and End of month Reporting
Skills and Knowledge
- High attention to detail and quality fast learner and with the desire to understand business processes
- High aptitude in working with volumes of data
- Effectively work with a team and others to meet timelines objectives and KPIs
- Excellent interpersonal and time management skills liaison with onshore counterparts and various internal/external stakeholders
- Good written and verbal English communication skills
- Flexible and driven ability to multitask and work under pressure or time constraints
- Analytical and accurate organized detail oriented and simple problemsolving skills are musthaves
- Continuous process improvement mindset and proactiveness required
- Competent in Microsoft Office at least intermediate MS Excel required
- Able to execute sets of agreed processes to ensure efficient timely and accurate information delivery
- Relevant experience in insurance / underwriting credit control is advantageous
- Experience in using Winbeat and Insight and other similar systems essential.
Benefits
As a valued member of the Steadfast team youll enjoy a comprehensive array of benefits tailored to support your professional and personal wellbeing. Joining Steadfast means gaining access to:
- Flexible working arrangements to help you balance work and home life.
- Career advancement opportunities and professional development through training programs mentorship initiatives and tuition reimbursement. We also partner with ANZIIF for accreditation and qualifications.
- Free company provided Life Temporary Permanent Disablement Salary Continuance and Travel insurances plus access to other discounted insurances.
- An expansive Health and Wellbeing program which includes free annual health checks free annual skin checks Flu shots holistic support and advice discounted gym membership and confidential counselling.
- Discounts on travel hotels hire cars electronic and vehicle packages through our various partners.
- Working in a vibrant and collegiate culture where you are a person and your contribution is valued.
About us
Our purpose is to create solutions designed to help our businesses and network achieve better outcomes for their clients and the communities we serve from our people processes and culture.
We are committed to providing a workplace where people feel they can bring their whole self to work. We aim to create a diverse work environment in which everyone is treated fairly and with respect and where everyone feels responsible for the reputation and performance of Steadfast.
We are strong supporters of Aboriginal and Torres Strait Islander peoples businesses and communities through our Reconciliation Action Plan. We are also passionate about the environment diversity equity and inclusion and love to give back to charities through the Steadfast Foundation.
We are proud of our Family Friendly Accreditation as well as and our Work180 Endorsement. We are major sponsors of Women in Insurance Young Insurance Professionals Head over Heels the Dive In festival and are active members of Champions of Change.
To apply
We are always on the lookout for great talent if you are interested in a confidential conversation regarding career opportunities please email
We believe that our people are our greatest asset. Our people are chosen for their personalities their ethics and professional qualities without any exclusion preferential treatment or discrimination. We are proud to be an equal opportunities employer and do not discriminate by reason of age gender gender identity race sexual orientation nationality religion or disability or any other difference. We encourage applications from all individuals and will provide appropriate assistance for candidates with disabilities or special needs throughout the recruitment process upon request.
Required Experience:
IC
Employment Type
Full-Time
