Healthcare
Life assurance
Pension scheme

Cash Allocation Technician

Salary {Advertised Salary}
Location Gloucester/Liverpool
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a {Advertised Permanent / Temporary}, {Advertised Full Time / Part Time} vacancy that will close in {x} days at {xx:xx} BST.

Pro Insurance currently has some exciting opportunities for cash allocation technicians to join our Insurance Services team and we are open to receiving applications from people with a range of experience levels. 

The successful applicants will support our prestigious clients by using their analytical skills to reconcile financial and payment data and investigate discrepancies. It is likely that you will have a background in Financial Services, Banking, Insurance or a similar industry and worked in a role were your ability to investigate and analyse financial information have combined with your attention to detail to produce results.

Pro operates a hybrid working model, with time split between working from home and from our Gloucester or Liverpool office as required.

Key responsibilities / tasks may include:

  • Support the day to day, operational running of the Credit Control function
  • Reconcile payment and financial data
  • Investigate and analyse discrepancies in financial and payment information
  • Analysis of discrepancies to determine root causes and make recommendations for correction and ongoing process improvements
  • Raise payment requisitions in Client payment systems, adhering to all Client procedure guidelines for Payment Requisitions
  • Other ad-hoc duties to assist the credit control team

Knowledge, Skills and Experience

  • Experience of Excel (Intermediate or above) and MS Office software
  • Strong analytical skills
  • Accurate reconciliation skills
  • Effective time management skills with the ability to meet deadlines
  • Ability to work under one’s own initiative and with the confidence to propose solutions to issues, if and when they arise.
  • Ability to deliver accurate information with an attention to detail

By submitting your personal data to Pro Insurance and by using our website, you give your consent that all personal data you submit as part of your application may be processed by us in the manner and for the purposes described in our HR applicant privacy policy. For further information, please refer to our Data Protection Policy, a copy of which can be requested from Pro HR.

Pro is a specialist outsourcing and consulting company focused solely on the insurance and reinsurance industries.

We work with clients to identify changes needed to improve their business processes, minimise operating overheads and implement the controls required to meet new regulations, delivering tailored solutions to meet clients’ needs.

Our UK offices are in Gloucester, Glasgow, Liverpool, Horsham and central London. We are also a global company with offices in the United States, Cologne and Unna (Germany) and Argentina. We also operate a hybrid working model so you can work at home and in the office.

We provide expert support in the areas of underwriting, claims management, financial and technical accounting, and risk and auditing, utilising the best technology available on the market and adopting a proactive approach.

We commit concrete actions and do what we promise.

With integrity at the heart of every decision, we focus on what will add most value.

We are curious, creative and insightful. We are not afraid to evolve.

We are inclusive. We help each other and our clients to shine.

We bring drive and enthusiasm to our work.

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