Group Insurance Accounts Reconciliation (12-Month FTC)

JMG Group; Leeds; In loco; GBP 28.000 - 36.000; Tempo pieno

Vantaggi offerti da questo lavoro

Performance-related bonus

End-of-contract bonus

Descrizione del lavoro

JMG Group is seeking a Group Insurance Broking Accounts Administrator on a 12‑month fixed‑term contract based in Leeds. You will support the central IBA team to settle client premiums with insurers in line with FCA CASS5 controls and internal procedures.

Key duties include reconciling ledgers to reduce outstanding items, preparing payment files for processing, handling queries from insurers, and ensuring data security under the Data Protection Act.

Competenze

• Handle client money and reconcile according to FCA regulation and internal procedures.
• Complete CPD and Dev-Zone training to deadlines.
• Work within Level 1–3 competency limits.
• Understand FCA CASS5 guidance and apply it to daily tasks.
• Ensure data security under the Data Protection Act.

Mansioni

• Ensure accounts are settled within agreed credit terms under FCA CASS rules.
• Prepare payment files for cashbook upload and dual authorisation reviews.
• Resolve queries from insurers and internal referrals.
• Identify and report CASS5 breaches and log them with evidence.

Conoscenze

Attention to detail

Reconciliation

Regulatory compliance (FCA CASS5)

Data protection awareness

Communication with insurers

Strumenti

Acturis PAS

Descrizione del lavoro

JMG Group is seeking a Group Insurance Broking Accounts Administrator on a 12‑month fixed‑term contract based in Leeds. You will support the central IBA team to settle client premiums with insurers in line with FCA CASS5 controls and internal procedures.

Key duties include reconciling ledgers to reduce outstanding items, preparing payment files for processing, handling queries from insurers, and ensuring data security under the Data Protection Act.