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Insurance Accounts Assistant

Glasgow , United Kingdom

Ref#: 9677251982

Date published: 4-May-2021

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The Team

Our Asset Services team work with our clients to maximise commercial real estate value by aligning building operational performance with broader business objectives. By tailoring our property management efforts to our client’s goals, we are able to anticipate needs and deal with issues long before they become problems.

PMA (Property Management Accounts) is the growing property & fund accounting team, based in Glasgow. PMA support the Surveying Teams & Facilities Managers in the UK by administering approximately £3 Billion p/a of rents and service charge.

Role Purpose

Working as part of the Client Reporting Team Insurance Team as an Insurance Accounts Assistant, to manage the Insurance billing operations, ensuring the timely raising of charges and credits to client’s and tenant’s ledgers. This role will require regular interaction with both internal and external stakeholders, liaising with various groups to ensure accurate processing, and working with the Director for Insurance Compliance and the wider Insurance Team across multiple locations.

Key Responsibilities

Assist with insurance accounting queries relating to new insurance placements, insurance renewals and mid-term adjustments to clients’ existing insurance policies

Work with our external insurance suppliers to ensure accuracy of data and invoices

Work with our internal stakeholders (Surveyors, Administrators, Client Accountants and Billing) to ensure correct billing and recharging/crediting of insurance premiums

Prepare, manipulate and load insurance billing data into our Property Systems

Extract and create instructions (in a variety of mediums) to prepare insurance billing data

Query and challenge instructions and validate billing data

Work with the Business Transformation Team and Developers to refine RPA (Robotic Process Automation) process and outputs relating to CBRE’s prestigious clients

Manage workload within internally and externally agreed KPI’s and SLA’s

Person Specification/Requirements

Insurance background would be advantageous

Property accounting and/or property system (Tramps or YARDI) knowledge would be beneficial

Excellent Technical skills - IT, Word, Excel, Adobe etc, and ability to pick up new systems

Experienced in reviewing and analysing complex data

Strong verbal and written communication at all levels, including with peers, managers and internal/external customers

An ability to negotiate effectively with both internal and external stakeholders

Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met

Able to work under own initiative in a busy environment


We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.