Accountant / Administrator managing accounting functions and insurance administration, requiring a Bachelor’s Degree or Diploma in Accounting or Finance with CPA Part II and 2-3 years experience, in an insurance environment, on-site role.
Our
client is an insurance firm seeking to hire an Accountant / Administrator who
will be responsible for managing the company’s accounting functions, insurance
administration, client and provider relations, and general office operations.
The role ensures accurate financial record-keeping, efficient policy
administration, excellent customer service, compliance with statutory
requirements, and the smooth day-to-day running of the office.
Key Duties & Responsibilities
Financial
Managements Accounting
- Maintain
accurate accounting records by posting all financial transactions,
including client invoices, debit notes, payments, purchase invoices, bank
transactions, and journal entries in Birthmark and QuickBooks.
- Reconcile
bank accounts, provider statements, commissions, and client accounts to
ensure the accuracy of financial records.
- Prepare
eTIMS invoices for provider commissions.
- Process
payroll and ensure timely preparation and payment of all statutory
deductions and other regulatory obligations.
- Prepare
monthly management accounts, debtors’ statements, provider reconciliation
reports, and any other financial reports required by management.
- Maintain
proper financial records and supporting documentation in accordance with
company policies and audit requirements.
Insurance
Administration
- Administer
all aspects of insurance underwriting for medical, life, general, travel,
and other insurance products.
- Obtain
quotations from insurers, prepare comparison schedules, and present
suitable recommendations to clients.
- Process
new business, renewals, endorsements, reinstatements, and policy
amendments accurately in the Birthmark system.
- Liaise
with clients and insurance providers to obtain information required during
the underwriting process.
- Coordinate
and follow up insurance claims through to settlement or repudiation while
providing regular updates to clients.
- Respond
promptly and professionally to enquiries from clients and underwriters.
- Prepare
and submit insurance tenders within the required timelines.
- Maintain
accurate underwriting records, reports, files, and system updates.
- Provide
technical and administrative support to colleagues on underwriting matters
where required.
- Client
C Provider Relationship Management
- Prepare
and issue client invoices, debit notes, and monthly statements. Record all
client and provider payments accurately and on time.
- Maintain
positive relationships with clients and insurance providers by delivering
timely, professional, and efficient service.
- Resolve
client and provider queries promptly and escalate complex issues where
appropriate.
- Ensure
all assigned work is completed within agreed service standards and
timelines.
Office
Administration
- Maintain
organized physical and electronic filing systems in accordance with
company procedures.
- Handle
printing, photocopying, scanning, filing, and document management.
- Answer
telephone calls, respond to enquiries, and direct communications
appropriately.
- Ensure
the smooth day-to-day running of the office, including monitoring office
cleanliness, staff punctuality, utility payments, licence renewals, and
general office administration.
- Maintain
company records, databases, logs, and server files in accordance with
office standards and procedures.
General
Responsibilities
- Maintain
confidentiality of all client, company, and financial information.
- Ensure
compliance with company policies, insurance regulations, accounting
standards, and statutory requirements.
- Deliver
excellent customer service and maintain professional relationships with
clients, insurers, and other stakeholders.
- Demonstrate
initiative, professionalism, accuracy, and attention to detail in all
duties performed.
- Undertake
any other duties or responsibilities that may be assigned by management
from time to time.
Qualifications and Experience
- Bachelor’s
Degree or Diploma in Accounting, Finance, Business Administration,
Insurance, or a related field.
- CPA
(Part II or above), ACCA, or an equivalent professional qualification will
be an added advantage.
- Minimum of 2–3 years’ experience in accounting, administration, or the insurance industry. Working knowledge of QuickBooks, Birthmark, Microsoft Excel, and other Microsoft Office
applications.
- Experience
in insurance brokerage or insurance administration will be an added
advantage.
How to Apply
If you
are up to the challenge and possess the necessary qualifications and
experience, please send your CV, quoting only the job title in the email
subject (Accountant – Insurance), to vacancies@corporatestaffing.co.ke before 20th
September 2026
NB: Only
shortlisted candidates will be contacted. If you do not receive any
communication from us within two weeks of your application, kindly consider
your application unsuccessful. We appreciate your interest and thank you for
applying