Surety Audit Coordinator

About the Role

The Surety Audit Coordinator plays a key role in coordinating the premium audit, collection, recovery and account-resolution activities within the Surety function by reviewing policy and premium information, processing account matters, facilitating payment resolutions, liaising with clients, brokers and attorneys, and maintaining accurate, audit-ready records. The role supports payment compliance, data integrity, recovery performance and the effective administration of Surety audit processes.

Key Responsibilities

• Review policy and account information to identify overdue premiums, outstanding requirements, and accounts requiring collection intervention or further action.
• Process premium audit matters and account-related queries, ensuring all information is accurate, complete, and aligned with company procedures.
• Identify overdue premiums, outstanding information and matters requiring intervention.
• Resolve routine, cancelled, lower-value, and long-outstanding collection matters through timely engagement and effective account management.
• Coordinate recovery actions and payment follow-ups, tracking account movement, collection progress, and recovery outcomes to support debt resolution.
• Engage with clients and appointees regarding outstanding premiums.
• Negotiate payment arrangements and support mutually acceptable resolutions, conducting client calls and visits where necessary to secure recovery outcomes.
• Liaise with attorneys on handed-over matters, coordinating legal recovery requirements, information requests, and follow-up actions to support collection efforts.
• Maintain complete audit-ready records and supporting documentation.
• Investigate account variances, discrepancies, and premium-related issues, resolving queries and ensuring corrective actions are implemented where required.
• Coordinate assigned projects and process improvement initiatives while maintaining complete audit-ready records, supporting documentation, audit schedules, and evidence for compliance purposes.

Minimum Requirements

• Matric (Grade 12) essential.
• Certificate or Diploma in Accounting, Finance, Credit Management, Business Administration or Auditing preferred.
• Minimum 3 years’ experience in collections, recoveries, account administration, finance, or audit support, preferably within insurance or financial services.
• Experience with account reconciliations, recovery processes, and audit documentation.
• Experience engaging with clients, brokers, and external stakeholders on account and payment matters.
• Experience managing payment arrangements, settlements, refunds, and recovery-related activities.
• Knowledge of approval processes, authority limits, and governance controls.
• Proficiency in Microsoft Office, particularly Word, Excel and Outlook.
• Exposure to AI tools (e.g., ChatGPT, Copilot) for research, drafting, and administrative support highly advantageous.

Key Skills & Attributes

• Strong analytical and numerical skills with high attention to detail.
• Sound knowledge of accounting, reconciliation, and premium recovery processes.
• Excellent organisational and time management skills.
• Strong written and verbal communication skills.
• Ability to identify discrepancies and resolve account-related issues accurately.
• Ability to maintain accurate records and handle confidential information professionally.
• Proactive, self-motivated, and committed to continuous improvement.

How to Apply: Send your CV to

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