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Client fund manager

Tamworth
Arthur J. Gallagher & Co. (AJG)
Fund manager
€60,000 - €80,000 a year
Posted: 18 June
Offer description

Introduction


Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.


Overview


We are recruiting for Client Fund Manager to join our growing Finance team. As part of our team, you will lead financial operations, oversee client money management, conduct internal and external audits, and engage with industry leaders. You will also be responsible for processing and validating payments, performing complex reconciliations and data analysis, and maintaining and enhancing processes to meet evolving requirements.


How you'll make an impact

* Oversee Client Money management to ensure compliance and accuracy in financial transactions
* Conduct both internal and external audits to uphold the integrity and transparency of our financial practices
* Process and validate payments with precision to maintain smooth financial operations
* Perform complex reconciliations and data analysis to provide insights and support decision-making
* Participate in meetings with clients and insurers to foster strong relationships and address any concerns

In addition, you will:

* Maintain and enhance processes to meet evolving requirements by identifying areas for improvement, implementing best practices, and ensuring alignment with industry standards
* Collaborate with internal stakeholders on projects and inquiries, providing financial expertise and support to drive successful outcomes
* Become an expert in claim systems and processes, leveraging your knowledge to optimise operations and deliver exceptional service

About You

* Ability to prioritise and organise team workload to meet deadlines
* Skill in developing and maintaining relationships with internal and external customers, ensuring effective communication and collaboration
* Proficiency in crafting effective written and verbal communications to convey information clearly and professionally.
* Experience in insurance and/or claims management is a plus, providing valuable insights and expertise to the role
* Competent Excel skills including VLOOKUPS and Pivot Tables
* Eligible to work in the UK

Compensation and benefits


On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

* Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
* Defined contribution pension scheme, which Gallagher will also contribute to
* Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
* Income protection, we’ll cover up to 50% of your annual income, with options to top up
* Health cash plan or Private medical insurance

Other benefits include:

* Three fully paid volunteering days per year
* Employee Stock Purchase plan, offering company shares at a discount
* Share incentive plan, HMRC approved, tax effective, stock purchase plan
* Critical illness cover
* Discounted gym membership, with over 3,000 gyms nationally
* Season ticket loan
* Access to a discounted voucher portal to save money on your weekly shop or next big purchase
* Emergency back-up family care
* And many more…
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