Finance Administrator

Introduction


Overview

Join Gallagher - A Global Leader in Insurance, Risk Management and Consulting

Are you ready to take your career to the next level with a company that values innovation, collaboration and professional growth? Gallagher is a global leader in insurance broking, risk management, and consulting, with over 71,000 employees across 130 countries. We combine global reach with local expertise, and our commitment to being a socially responsible and ethical organisation is expressed through our Shared Values, The Gallagher Way.

Primary purpose of the role

The Finance Administrator provides accurate and timely accounts receivable support to Gallagher broking and finance teams. The role supports multiple branches and helps ensure client and insurer funds are correctly identified, allocated, reconciled, and progressed in line with internal controls and audit requirements.

The role also acts as a practical point of contact for brokers and finance stakeholders, investigating account queries, coordinating refund and payment-related activities, and keeping outstanding items moving through to resolution.

Key accountabilities

• Receipting and allocation
• Reconcile broking trust accounts across multiple currencies.
• Receipt and allocate client payments to the correct invoices and accounts.
• Investigate payments that are not automatically allocate within client virtual accounts and determine the appropriate action.
• Allocate related credit and debit invoices in accordance with business rules and supporting documentation.
• Allocate insurer refunds to the correct insurer transactions.
• Review and action remittance advice to support accurate allocation and reconciliation.
• Investigate and resolve unallocated or unidentified transactions in liaison with relevant stakeholders.

Refunds and payment support

• Complete the administration and approval steps for client refund requests, including checking supporting information and required audit controls before the request progresses.
• Support insurer refund requests and liaise with UW Payments where insurer payments or follow-up action are required.
• Assist with the investigation of duplicated, unidentified, unallocated, or incorrectly allocated payments and clearly document the action taken.
• Escalate exceptions, missing information or transactions that cannot be resolved within the role’s authority.

Reconciliation, reporting, and controls

• Complete regular reconciliations of accounts and outstanding items, including the weekly review of unallocated items.
• Identify aged, unmatched, or unusual transactions and follow up with the relevant broker, branch, insurer, or finance team.
• Prepare and maintain regular and ad hoc reports, ensuring information is complete, accurate and suitable for stakeholder review.
• Maintain clear records and supporting documentation so that transactions can be understood, reviewed, and audited.
• Follow Gallagher finance procedures, segregation of duties, approval requirements, and audit controls.

Stakeholder and branch support

• Assist brokers with client and insurer account queries, explaining transaction status, required information, and next steps in clear language.
• Act as a point of contact between branches, finance teams, underwriters, and UW Payments to help resolve payment and account queries.
• Adapt to the needs and priorities of different branches while applying consistent processes and controls.
• Provide timely updates, manage expectations, and follow matters through to completion or appropriate handover.
• Support the wider finance team with ad hoc administration and other duties as required.

What’s on offer

At Gallagher, we believe in empowering our people to thrive both professionally and personally. Here’s what you can look forward to:

• Competitive Pay: Be rewarded for your hard work with a competitive salary
• Performance-Based Bonus/Incentives: Celebrate your achievements with performance-based rewards
• Company Paid Leaves: Enjoy time off to recharge and focus on what matters most
• Medical & Life Insurances: Comprehensive coverage for you and your dependents
• Bereavement and Burial Assistance: Support during difficult times
• Retirement Benefits: Plan for your future with our retirement benefits

Ready to Apply? Take the next step in your career and join a company that invests in your success. Apply now  Gallagher Careers

For further information, please contact our Talent Acquisition team at [email protected]

Important Information:
Any offer of employment and subsequent continuing employment is dependent upon the satisfactory completion of background checks by Gallagher or an external third-party provider.

Gallagher is an Equal Employment Opportunity (EEO) employer committed to workplace diversity and inclusion. We embrace a working environment that celebrates individuality and fosters collaboration.