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 day-to-day 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 ad-hoc 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 multi-task and work under pressure or time constraints
- Analytical and accurate, organized, detail oriented and simple problem-solving skills are must-haves
- Continuous process improvement mindset and pro-activeness 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, you'll enjoy a comprehensive array of benefits tailored to support your professional and personal well-being. 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 talent@steadfast.com.au
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.