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Insurer Broking Accounts Handler
2 weeks ago
**Purpose of the Role**
This exciting hybrid opportunity has arisen to join our Client Money team in Leeds to ensure client financial transactions relating to insurance broking are managed and recorded correctly.
This role will involve using your skills and knowledge across several financial accounting disciplines to deliver an effective service to our clients, ensuring that we adequately protect and administer our client’s money.
**What you will do**
This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more.
1. Perform reconciliation and process activities across one or more of the following disciplines:
- Cash posting & allocation,
- Bank Reconciliation
- Client & Insurer Payments,
- Payaways (intermediary payment processes)
- Client Money Calculations
- Bordereaux
2. Manage your own workload to ensure work is completed to the agreed Service Levels (SLAs) and quality standards.
3. Communicate and build relations with other IBA departments and internal Brokers and businesses to investigate and resolve any queried transactions to avoid further delays.
4. Be proactively involved and support continuous improvement and lean initiatives.
5. Support audit requests for information and process walk-through exercises.
6. Fulfil 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.
**Who we are looking for**
This is an opportunity for a talented, dynamic individual, with strong financial skills and experience ideally with some client money (Cass 5) knowledge. We are looking for someone has:
- Attention to detail
- Excellent organisational skills
- Initiative, an enquiring mind and is proactive
- The mindset to be adaptable, embrace change and respond positively
- Strength to work under pressure
- Skills to build relationships and influence stakeholders.
**Qualifications & Experience**:
- Ideally financial experience in an insurance broking environment
- Client Money (Cass 5) knowledge
- GCSE Maths and English (grade 5 or above) or equivalent
Full training can be given so mathematically focused graduates will also be considered.
In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:
- 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 days paid volunteering day to give back to our communities
- The Spotlight Awards, where we shine a light on the brightest talent across our group
Why not check us out on LinkedIn to find out what life’s really like at Ardonagh.
The Ardonagh Group is one of the UK’s largest independent brokers with over 9000 dedicated and passionate professionals across the country, and worldwide, facing and dealing with our clients’ challenges, offering an enviable range of products, services andsolutions to their clients. We are progressive, passionate and proud of the work we do, across all sectors of the business. Therefore, we need highly capable people to join our team to make this a reality
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