insurance agent

insurance agent Swindon, Wiltshire, South West England, England

Ameriprise
Full Time Swindon, Wiltshire, South West England, England 10.56 - 12.04 GBP Today
Job description

Where you’ll fit in & what our team goals are….

Your role involves the registration & processing of Accounts Payable invoices and Purchase Orders across the property portfolio managed by Threadneedle Portfolio Services.

Responsibilities

How you'll spend your time...
  • Daily processing, scanning, and indexing of purchase orders and purchase ledger invoices onto the Document Management System.
  • Acquiring bank details for new suppliers and to pass to the Supervisor for Horizon set-up. In addition, to electronic filing of the bank details onto Document Management System for future reference.
  • Undertaking the twice-weekly selection of payment runs for the property portfolios, resulting in payments by BACS transfer and by cheque.
  • Following the payment runs to dispatch remittance advices to suppliers where applicable.
  • Assisting with preparation of the payment run funding transfer twice weekly, and post entries to relevant cashbooks.
  • Taking care of internal and external AP queries that are received by telephone and by e-mail, either received personally or received into the AP Group e-mail inbox.
  • Inputting all rejected Invoices onto the Horizon system and to ensure timely resolution.
  • Looking after the daily input of CHAPS payments & Internal transfers onto banking systems.
  • Administration of the Construction Industry Scheme, including verification of sub-contractors and submission of monthly tax returns within the deadlines specified by HMRC and Zurich Group Taxation. Also monthly CCISTX reconciliation.
  • Provide cover for the Duplicated Invoice Report and Invoice rejections.
  • Monthly review of reconciliations relating to general ledger codes XTAXDF and CCISTX balances across all funds to ensure control of purchase ledger transactions.
  • Assisting the Insurance Administrator where required, to include Premium payments to Insurers and the billing of the insurance charges to tenants, administration of Property/Liability Insurance claims within the procedures set out and assisting with any queries received within the group Insurance Inbox.
  • Adding the statutory inspection reports and Insurer’s risk requirement/improvement reports to the Document Management System.
  • Monthly review of reconciliations relating to general ledger codes DINSUR and RINSUR balances across all funds to ensure control of claims settlements and premiums paid and billed out.

Required Qualifications

To be successful in this role you will have...
  • Previous experience in an AP role
  • Strong attention to detail
  • Used to working in a high volume data processing environment
  • Ability to work under pressure and to strict deadlines
  • Clear and concise communicator with experience of working with colleagues at all levels
  • Self-starter, results driven and not afraid to challenge the norm
  • Client Focus driven with validated experience

About Our Company

Working at Columbia Threadneedle Investments you’ll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you’ll find growth and career opportunities across all of our businesses. We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients’ specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

insurance agent
Ameriprise

www.ameriprise.com
Minneapolis, United States
Jim Cracchiolo
$10+ billion (USD)
10000+ Employees
Company - Public
Investment & Asset Management
Finance
1894
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