Insurance Broking Accounts Specialist

everywhen; Leeds; On-site; GBP 25,000 - 29,000; Full time

Job summary

A leading company in the insurance sector is seeking an Insurance Broking Accounts Specialist for a hybrid role in Leeds. The position involves managing reconciliation activities, ensuring compliance with FCA regulations, and building relationships with internal departments. Ideal candidates will be organized, detail-oriented, and eager to develop new skills. The role offers a supportive environment with opportunities for career progression and various benefits.

Benefits

26 days holiday plus bank holidays

Career progression opportunities

Pensions scheme

24-hour Employee Assistance support

Discounted gym memberships

One paid volunteering day annually

Qualifications

• Experience in financial services within an insurance broking environment.
• Knowledge of Client Money (CASS 5) is desirable.

Responsibilities

• Perform reconciliation and processing activities across Cash Posting and Allocation.
• Ensure full compliance with FCA regulations.
• Assist with audit requests and process walk-through exercises.

Skills

Attention to Detail

Organizational Skills

Relationship-Building

Education

GCSE Maths and English

Job description

Join to apply for the Insurance Broking Accounts Specialist role at everywhen.

2 days ago Be among the first 25 applicants.

Purpose of the Role

This exciting hybrid opportunity has arisen to join our Client Money team in Leeds. This is a 12-month fixed-term contract. We are seeking an enthusiastic, organized, process-driven, and results-oriented individual with strong attention to detail who can manage their own time and workload. Our modern office is located in Leeds city centre, approximately 10 minutes’ walk from the train and bus station, along a bus route.

What You Will Do

This overview highlights key responsibilities:

1. Perform reconciliation and processing activities across Cash Posting and Allocation.
2. Work with your manager to set and achieve yearly objectives. Manage your workload to meet Service Levels (SLAs) and quality standards.
3. Build relations with other IBA departments, internal Brokers, and businesses to investigate and resolve queried transactions to prevent delays.
4. Support continuous improvement and lean initiatives.
5. Assist with audit requests and process walk-through exercises.
6. Ensure full compliance with FCA regulations.

Who We Are Looking For

We seek a talented, dynamic individual eager to learn and develop new skills. The ideal candidate will have:

• Strong attention to detail.
• Excellent organizational skills.
• The ability to use initiative and work within a team.
• Adaptability, openness to change, and a positive attitude.
• Resilience and ability to work under pressure.
• Relationship-building and stakeholder influence skills.

Qualifications & Experience

• Ideally, experience in financial services within an insurance broking environment.
• Knowledge of Client Money (CASS 5) (desirable).
• GCSE Maths and English (grade 5 or above) or equivalent.

Benefits

Join our Ardonagh family and enjoy a supportive environment that cares about your wellbeing. Benefits include:

• Hybrid working role.
• Salary up to £25,000 depending on experience.
• 26 days holiday plus bank holidays.
• Career progression opportunities across the Ardonagh group.
• Pensions scheme.
• 24-hour Employee Assistance support.
• Discounted gym memberships, cinema tickets, shopping vouchers, cycle to work schemes, and more.
• One paid volunteering day annually.
• Participation in the Ardonagh Community Trust (ACT).
• The Spotlight Awards celebrating talent across our business.

We offer significant opportunities for personal and professional growth. Apply today, and our team will be in touch.

Everywhen is an equal opportunities employer, committed to diversity, equity, and inclusion. We foster a discrimination-free, inclusive environment where all employees can thrive.

If successful, employment checks including recent employment verification, address, credit history, and criminal record checks will be conducted.

Note: We may close the vacancy early if sufficient applications are received. No agencies, please.

Additional Details

• Seniority level: Entry level
• Employment type: Contract
• Job function: Sales and Business Development
• Industries: Insurance