COMPASS - Administration Professional

Responsibilities

• Youll reconcile client bank accounts on a monthly basis to ensure accuracy and completeness.
• Youll control cash flow within client accounts, ensuring sufficient funds are available at all times for premium and commission payments.
• Youll process payments to policyholders and underwriters in line with agreed service level agreements (SLAs).
• Youll prepare and distribute monthly premium bordereaux (BDX) in accordance with reporting deadlines.
• Youll respond to enquiries from underwriters, internal functions, and other business stakeholders in a timely and professional manner.
• Youll collaborate with stakeholders to escalate float shortages and other issues as required.
• Youll work closely with payment providers to ensure agreed service standards are maintained.
• Youll prepare and distribute monthly Management Information (MI) dashboards to support business reporting requirements.
• Youll produce ad hoc reports and analyses as required by the business.

Requirements

• Youll demonstrate strong Excel, accounting, and bookkeeping skills.
• Youll present confidently to stakeholders at all business levels.
• Youll be proactive, motivated, and results-driven.
• Youll work effectively both independently and within a team.
• Youll communicate clearly and build strong stakeholder relationships.
• Youll apply strong analytical, problem-solving, and critical-thinking skills.
• Youll maintain a client-focused approach and commitment to quality.
• Youll drive continuous improvement with high attention to detail and accuracy.
• Youll demonstrate integrity, accountability, and professionalism.
• Youll use Microsoft Office applications proficiently, including Excel, Word, and Outlook.
• Youll manage priorities effectively and consistently meet deadlines.
• Youll thrive in fast-paced, high-volume, and highly regulated environments.