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Michael Page
Team Lead, Insurance Broker AccountingMichael Page • Gdańsk, PL
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Team Lead, Insurance Broker Accounting

Team Lead, Insurance Broker Accounting

Michael Page • Gdańsk, PL
Ponad 30 dni temu
Opis pracy
  • Lead the day-to-day work of the Insurance Broker Accounting team, setting priorities and ensuring deadlines and service levels are met
  • Oversee the accurate allocation and reconciliation of client, insurer and policy-related cash
  • Ensure provider accounts, refunds, claims and other client money balances are reconciled and settled on time
  • Monitor unallocated, unidentified and third-party-held funds and support timely resolution
  • Review and quality-assure team output, maintaining strong accounting and control standards
  • Monitor key performance indicators and operational controls, identifying risks and improvement opportunities
  • Support compliance with FCA CASS 5 requirements and coordinate the identification and resolution of potential control breaches
  • Act as the main operational contact for UK stakeholders, managing queries, priorities and escalations
  • Coach and develop team members through regular feedback, training and clear operating procedures
  • Identify opportunities to simplify, standardise and automate accounting processes
  • Support finance transformation initiatives, including migrations, acquisitions and system changes
  • Support internal, external and CASS-related audits, coordinating documentation and follow-up
  • Help establish and continuously improve processes, controls and ways of working within the newly created Gdańsk team



Build and lead a newly established Insurance Broker Accounting team in Gdańsk.End-to-end ownership of regulated client money processes.

  • 3-5 years of experience in accounting operations, finance operations or another process-driven financial environment
  • Previous experience supervising, reviewing or coordinating the work of other team members
  • Good understanding of end-to-end accounting processes, reconciliations and financial controls
  • Confidence managing daily priorities, deadlines and quality standards across a small team
  • Very good English and ability to work directly with international stakeholders
  • Experience in insurance broking, premiums, commissions, fees or client money accounting will be a strong advantage
  • Knowledge of FCA CASS 5 or another regulated client money framework will be highly valued
  • Experience with Acturis or another policy administration system will be an advantage
  • Experience in process transition, migration or SSC environment will be beneficial
  • Proactive approach to process improvement, automation and problem solving
  • Degree in Finance, Accounting or a related field is welcome
  • ACCA, CIMA or another accounting qualification in progress will be an additional asset



  • Private healthcare package with Luxmed
  • Life insurance with Unum
  • MyBenefit cafeteria platform
  • Hybrid work model - 3 times per week from the office in Gdańsk (after completing 3m probation period working 4 times per week from the office)
  • Relocation support for selected roles - we'll help make your move to Gdańsk easy with financial relocation assistance tailored to you or your family
  • Competitive compensation that reflects your impact
  • Real career growth and learning opportunities within a global organization
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Team Lead, Insurance Broker Accounting • Gdańsk, PL