Insurance Broking Accounts Administrator

7 months ago


Leeds, United Kingdom JM Glendinning Insurance Brokers Full time

**About Us**

JMG Group is a Private Equity backed insurance broking group based in Guiseley, West Yorkshire with regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions since we completed our MBO in November 2020. We place over £220m of Gross Written Premium into the market annually and our teams are well respected in the industry. Customer excellence is the backbone of our business, which means that our people, systems, and processes are central to our success.

**The Role**

Following our recent growth and future acquisition strategy we are looking to add to our teams and recruit two additional Insurance Broking Accounts Administrators in our Cashbook division, based in our brand-new Finance hub in Yeadon, next to Leeds Bradford Airport.

The overall objective of the role will be to administer client receipt allocations and provide a professional and efficient service to all customers, whilst ensuring full FCA compliance and following the CASS5 rules and guidelines. This applies to all businesses, processes, and PAS (Policy Admin System) operating systems that are utilised within the JMG Group of companies.

**Key responsibilities of the role will include**:

- Ensure client money is handled and reconciled in accordance with FCA regulation and internal procedures
- Accurate reconciliation of bank statements to the PAS, involving identifying discrepancies and conducting a high level of problem solving
- To control and monitor monthly remittances with amounts paid or received
- To raise and follow up with respective account handlers/brokers on any unmatched cash items within agreed SLA’s
- Dealing with internal referrals and queries
- Process payments received from clients in accordance with company procedures
- Reconciliation and balancing of the daily cash book, day-end and month-end procedure.
- Accurately process and maintain company business accounts
- Identify and report to line manger any identified procedural of CASS5 breaches for reporting onto our compliance system
- Process insurer payments review and validation of client refunds to the timescales agreed

**What we are looking for**

Any broking systems experience such as Acturis, OGI, SSP & TAM would be a distinct advantage.

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£29,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Free parking
- Life insurance
- Private medical insurance
- Referral programme
- Sick pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Leeds: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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