Experience

Hood Group Ltd.

• United Kingdom
• Insurance
• 100 - 200 Employee

• Senior IBA Technician

  • Jan 2020 - Present

  To control all IBA bank accounts, receipts, payments and bordereau production. To control all IBA bank accounts, receipts, payments and bordereau production.



Ascent Underwriting

• United Kingdom
• Insurance
• 1 - 100 Employee

• Accounts Manager

  • Jan 2017 - Apr 2018

  Managing the day-to-day functions of the Accounts team, including IBA ledgers, Bank Reconciliations, Client Money, Bordereau production and Expense Payments. Managing the day-to-day functions of the Accounts team, including IBA ledgers, Bank Reconciliations, Client Money, Bordereau production and Expense Payments.



ENTERTAINMENT INSURANCE PARTNERS LTD

• United Kingdom
• Insurance
• 1 - 100 Employee

• Accounts Manager

  • Nov 2011 - Jul 2016

  (acquired by Integro Insurance in December 2015) Lloyd's broker formed from the merger of Robertson Taylor Insurance Brokers Ltd; Reporting to the Finance Director Produce weekly Client Money Calc's in accordance with CASS5 rules. Full responsibility for all Client and Insurer Ledgers across the UK part of the Group Producing Weekly Flash income reports for Managers and Directors including comparisons of actuals against budget, booked income and revenue forecasts Member of the EIP Executive Committee as the sole representative of the Finance Department contributing to all operational matters Involved in all aspects of the Credit Control process Produce weekly and Monthly income reports for Directors Manage and oversee all aspects of the IBA area of the Finance team Show less



Oxygen Insurance

• Insurance

• Accounts Manager

  • Jul 2007 - Oct 2011

  Duties as per role of Accounts Manager at Robertson Taylor Insurance Brokers Limited Additionally responsible for the IBA accounting for the entire UK operation of the Oxygen Group comprising of teams in London and Leeds Managed a large scale and successful project to reconcile in excess if £1,000,000 of unallocated premiums relating to inherited legacy business. Implemented a greatly enhanced credit control system and significantly improved the quality of existing data Solely responsible for the UK Oxygen Group payroll (180 members of staff) covering all day to day aspects (P45’s, starters and leavers, pension administration, dealing with HMRC) and the full year end process including P11’d’s and the p35 return Show less



Robertson Taylor Insurance Brokers Limited

• Accounts Manager

  • Mar 1988 - Jul 2007

  Produce monthly management accounts for Financial Director, in respect of UK Company and overseas subsidiaries Maintain Fixed Asset schedules and all depreciation schedules Calculation and review of monthly accruals and prepayments and amend where necessary Complete all aspects of weekly & monthly payrolls Completion and signatory for the quarterly VAT returns Performed analysis and calculation for non EEA VAT Completion of Government statistical reports Produce monthly brokerage reports for Financial Director Authorise all cheque requisitions Review expense coding’s of cashier Act as cheque signatory as and when required Review IBA balances monthly Review monthly outstanding client balances (anything over two months) and discuss with Credit Control area Ensure that the correct procedures for credit control take place Ensure that inter company accounts are maintained and up to date Oversee / produce weekly and monthly UK bank reconciliations Produce all currency bank reconciliations Download Barclays Business Master daily to review all main bank accounts, make transfers if necessary and make decisions for placing money on deposit Member of the Company's FSA Regulations steering committee Oversee and manage the Accounts Department , which has consisted of between 5-7 people Produce full Audit pack at year end ready for audit review Show less



Frizzell Insurance Brokers Limited

• Accounts Supervisor

  • Aug 1976 - Mar 1988

  Started from school as a Junior Accounts Clerk , worked through Assistant Cashier & Cashier then on to Assistant Accountant and then as Accounts Supervisor Duties have ranged from Petty Cash to Fixed Assets , Consolidation of Monthly Management Accounts to Data Processing During period with Frizzell I worked in their office in Billericay. Was asked to relocate to Poole to help with integration of Bolton Corder, who they purchased in 1984, then after 2 years in Dorset, moved to their Head Office in London Show less