Insurance Reconciliation Specialist

3 days ago


Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

Job Summary

Ardonagh Advisory is seeking a detail-oriented and organized Insurance Reconciliation Specialist to join our Client Money Team. As an Insurance Reconciliation Specialist, you will be responsible for the accurate reconciliation of our Members' Insurer accounts to their broking systems in accordance with FCA regulations and agreed service level agreements.

Key Responsibilities

  • Reconcile Insurer Settlements for allocated members in accordance with FCA regulations, Insurer requirements, and internal procedures.
  • Manage your own workload to ensure work is being completed to the agreed Service Levels (SLAs) and quality standards.
  • Communicate and build relations with external Brokers & businesses to investigate and resolve any queried transactions, resolving these effectively and providing great customer service.
  • Fulfill your responsibilities in line with agreed processes to achieve agreed objectives, and in doing so, ensure compliance with the client and insurer money rules within the FCA Handbook, identifying and recording any breaches of FCA rules.
  • Ensure successful completion of training and assessment exercises as assigned from the Compliance and Training Department.
  • Be willing and able to apply existing skills to other ad-hoc tasks, as required by management.

Requirements

We are looking for a customer-focused individual who thrives on providing an exceptional service to customers by working on their own and as part of a team. Experience within an FCA-regulated role and an understanding of Insurance Broking systems would be advantageous. However, full training will be given so if you're detail-focused and a quick learner with a passion for accuracy, this could be a great opportunity for you.

This is a hybrid role once training is complete with 2, maybe 3 days per week in the office. In return, you will be welcomed and supported by our Ardonagh family and be joining an organization that cares about you as a person and your wellbeing.

Benefits

  • Holiday entitlement of 26 days plus bank holidays
  • Opportunity to progress your career across the entire Ardonagh family
  • Pensions scheme for when you feel it's time to retire
  • 24-hour support for physical and mental wellbeing
  • 1 day paid volunteering day to give back to our communities
  • The Spotlight Awards, where we shine a light on the brightest talent across our group


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