Insurance Brokerage Specialist

4 weeks ago

Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

Job Title: Insurance Brokerage Specialist

Job Summary:

We are seeking a highly skilled Insurance Brokerage Specialist to join our team in Leeds. As an Insurance Brokerage Specialist, you will be responsible for ensuring client financial transactions relating to insurance broking are managed and recorded correctly.

Key Responsibilities:

  • Perform reconciliation and process activities across one or more of the following disciplines: Client & Insurer Payments, Payaways (intermediary payment processes), and Bordereaux.
  • Manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.
  • Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.
  • Be proactively involved and support continuous improvement and lean initiatives.
  • Support audit requests for information and process walk-through exercises.
  • Ensure compliance with the client and insurer money rules within the FCA Handbook, identifying and recording any breaches of FCA rules.

Requirements:

  • Financial experience in an insurance broking environment would be desirable.
  • GCSE Maths and English (grade 5 or above) or equivalent.
  • Client Money (Cass 5) knowledge - Desirable but not essential.

What We Offer:

  • Holiday entitlement of 26 days plus bank holidays.
  • Opportunity to progress your career across the entire Ardonagh family.
  • Award-winning learning & development offering and support to obtain professional qualifications to enhance your knowledge and career prospects.
  • Pension scheme for when you feel it's time to retire.
  • 24-hour Employee Assistance support for you and your family's physical and mental wellbeing.
  • Corporate perks such as discounted gym memberships, cinema tickets, shopping, Eyecare vouchers, cycle to work and much more.
  • One day paid volunteering to give back to our communities.
  • Ardonagh Community Trust (ACT) - raising funds for charity with donation matching in your local community.
  • The Spotlight Awards, where we celebrate the best of the Ardonagh Group and all the bright talent across our business.

About Us:

Ardonagh Advisory is a leading provider of insurance broking services. We are committed to delivering exceptional results for our clients and providing a supportive and inclusive work environment for our employees.

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