Insurer Reconciliation Executive

Everywhen; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

26 days holiday plus bank holidays

35 hour working week

Career progression opportunities

Award-winning training and development

Pension scheme

24-hour Employee Assistance support

Corporate perks and discounts

One day paid volunteering

Charity fundraising support

Job summary

A leading financial services firm in Leeds is offering a hybrid opportunity for a Client Money Team member. The role involves reconciling insurer accounts in compliance with FCA regulations, managing workloads to meet service levels, and building relationships with brokers. Ideal candidates are detail-oriented, proactive, and passionate about customer service. The position includes extensive benefits like training, flexible hours, and a supportive work environment.

Qualifications

• Detail-driven and organised; thrives on accuracy and efficiency.
• Ability to manage high workloads while maintaining standards.
• Confident in building relationships and resolving queries.

Responsibilities

• Reconciling insurer settlements in line with FCA regulations.
• Managing workload to meet SLAs and quality standards.
• Building strong relationships with external brokers.

Skills

Attention to detail

Proactive approach

Strong communication

Customer-focused

Job description

Purpose of the Role

We’re offering an exciting hybrid opportunity to become part of our expanding Client Money Team within Broker Network. As a key member of the team, you’ll play a vital role in ensuring the accurate reconciliation of our Members’ Insurer accounts with their broking systems — all while working to FCA regulations and agreed service levels. With excellent Leeds transport links nearby, this role combines professional challenge with convenience. It is more than just a numbers role: it’s about building strong relationships, solving problems, and delivering outstanding service in a fast‑paced, supportive environment.

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:

• Reconciling insurer settlements for allocated members in line with FCA regulations, insurer requirements, and internal procedures.
• Managing your own workload to meet agreed service levels (SLAs) and quality standards.
• Building strong relationships with external brokers and businesses, investigating and resolving transaction queries with professionalism and great customer service.
• Ensuring compliance with FCA client and insurer money rules, including identifying and recording any breaches.
• Completing training and assessment exercises from our Compliance and Training Department.
• Using your skills flexibly to support ad‑hoc tasks as required by management.

Who We Are Looking For

• Detail‑driven and organised – you’ll thrive on accuracy and efficiency.
• Proactive and adaptable – able to manage high volumes of work while keeping standards high.
• A clear communicator – confident in building relationships and resolving queries.
• Customer‑focused – passionate about delivering exceptional service both independently and as part of a team.

Experience in an FCA‑regulated role or knowledge of insurance broking systems would be a bonus, but not essential — we’ll provide full training. If you’re a quick learner with a sharp eye for detail, this could be the perfect next step in your career.

Why Join Us

• Be part of a growing team in a respected business.
• Gain specialist training and develop valuable skills in a regulated environment.
• Enjoy a hybrid working model with flexibility once training is complete.
• Work in a supportive environment where your accuracy and dedication make a real impact.

Benefits

In return you will be welcomed and supported by our Ardonagh family 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, increasing with length of service
• 35 hour working week
• 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.

Equal Opportunities

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.