Systems Administrator - Westville at Accountancy Placements

• Our client is seeking an experienced Systems Administrator with a high level of numerical accuracy to join their team.

Responsibilities:

• Process annual policy refunds within a stipulated time
• Update client, broker, and underwriter records on CRM system
• Perform premium, policy, and cover checks in support of claims and underwriting
• Manage agent allocations, banking details, pro-rata calculations, fees, and policy data
• Prepare, balance, and distribute insurer and special bordereaux
• Prepare and process claim payment instructions and bank files
• Monitor claim payment accounts and assist with account top-ups
• Support monthly close-off activities, including reinstatements and premium allocations
• Maintain accurate diaries, reconciliations, and system records
• Ensure all correspondence and documentation are correctly filed and scanned on the CRM system
• Liaise with internal departments, insurers, brokers, and finance teams
• Assist with audit queries and compliance requests related to premiums and payments

Requirements

• Experience within an insurance or financial services environment
• Working knowledge of Flexi or a similar CRM system
• Relevant qualification in finance, accounting, or insurance (Advantageous)
• Strong attention to detail and numerical accuracy
• Excellent administrative and organisational skills
• Ability to manage multiple priorities in a structured environment
• Strong problem-solving and follow-through skills
• Clear written and verbal communication
• High level of accountability and professionalism