Finance Operations Administrator

This is a hands-on, execution-focused role suited to someone who enjoys structure, accuracy, and working within clearly defined processes. The position plays a critical role in supporting cash collection, policy administration, and broker/client interaction within a regulated insurance environment.

You will report directly to a Senior Financial Controller and form part of a disciplined finance function where controls, timelines, and attention to detail are key.

Key Responsibilities:

• Finance Administration & Mailbox Management:
  • Manage the finance administrative mailbox, responding to queries within agreed service levels
  • Issue invoices (bulk and ad hoc) and distribute payment receipts to clients and brokers
  • Receive, review, and accurately allocate payment confirmations
• Client & Broker Support:
  • Respond to broker and administrator queries relating to payments, receipts, and follow-ups
  • Provide payment-related support, including:
    
    • Issuing new and one-off payment links
    • Adjusting premium frequencies in line with approved procedures
    • Investigating and resolving issues with payment mandate setups
    • Verifying payment details in line with compliance requirements
• Debtors & Premium Collections:
  • Send premium reminders in line with policy lapse timelines
  • Monitor debtor listings to ensure proactive follow-ups before policy lapses
  • Process policy cancellations where required
  • Handle reinstatements and declarations of insurability for lapsed policies
  • Investigate and resolve failed payments, including Flywire-related issues, with clear communication to clients and brokers
• Finance Operations Support:
  • Execute day-to-day finance processing on Sage Intacct , including:
    
    • Bookkeeping and bank processing
    • Bank and inter-company reconciliations
    • Fixed asset register maintenance
  • Maintain accurate supporting documentation in line with finance policies
  • Escalate exceptions, unreconciled items, or process concerns to senior finance leadership

Key Skills & Competencies:

• High attention to detail with strong organisational skills
• Excellent written communication and professional email etiquette
• Ability to manage deadlines and high-volume transactional work
• Proactive, reliable, and process-driven
• Comfortable operating in a regulated financial services or insurance environment

Qualifications & Experience:

• BCom or equivalent qualification (advantageous)
• 3–5 years’ experience in finance operations, bookkeeping, billing, or debtor administration
• Prior exposure to insurance or financial services administration preferred

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If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

 
We also invite you to contact us to discuss your next career move in finance!
 
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant