Insurer Reconciliation Specialist — Hybrid, FCA-Regulated

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

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.