Description:
Financial Clerk – Short-Term Insurance (Cardinal/CIMS Experience Required)
We are looking for a detail-driven Financial Clerk with an accounting background and solid experience in the short-term insurance industry, particularly in month-end processes including collections, bordereaux generation, and account reconciliations. Experience working on the Cardinal (CIMS) system is preferred. This role plays an integral part in our finance and operational processes and is suited to a highly accurate, methodical individual who thrives in a structured, deadline-driven environment.
Key Responsibilities include (but are not limited to):
- Recording and reporting on premiums, commissions, and fees.
- Generating Insurer bordereaux reports and related items
- Creating and validating formulas and totals in Excel for key spreadsheets.
- Reconcile income summaries to bordereaux reports and resolve any differences.
- Processing unpaid transactions.
- Allocating deposits into Cardinal.
- Support and assist with the early debit run process.
- Conduct month-end processes and reporting timeously and accurately.
- Provide additional clerical support to the finance and management teams as required.
- Perform reconciliations related to the New Business Register.
- Perform any other reasonable finance-related tasks required for operational efficiency.
Minimum Requirements:
- Matric (Grade 12)
- 2+ years’ experience in a financial role within the short-term insurance sector
- Hands-on experience with Cardinal (CIMS) preferable
- Intermediate to Advanced MS Excel skills (including formulas, lookups, and pivot tables)
- Strong reconciliation abilities and data accuracy
- Excellent attention to detail, with a methodical approach to processing and reporting
- Proven ability to manage strict monthly deadlines and financial schedules
- Good communication and collaboration skills
- Resilience and grit, particularly during deadlines.
This position requires precision, structure, and strong financial acumen within a short-term insurance environment. If you meet the above criteria and are ready to make a difference in a fast-paced, purpose-driven team, we encourage you to apply by submitting your CV to hr@ambiton.co.za. Should you not receive feedback within 14 days, please consider your application unsuccessful.