JMG Group is a private equity backed insurance broker, based in Guiseley, Leeds with regional office representation around the UK. We are a top 30 broker with 800+ employees and we are growing at significance pace following our MBO that took place in November 2020.
JMG Group place over £350m of Gross Written Premium into the market and our teams are very well respected in the industry. Customer excellence and ‘doing the right thing’ is the backbone to our business ethos, which means that our talented people, high-tech systems, and robust processes are all central to our continued success
Following our continued growth and future acquisition strategy we are looking to add to our teams and recruit an additional Insurance Broking Accounts Administrator in our cashbook payments division, based in our Finance hub in Yeadon, next to Leeds Bradford Airpor t.
The overall objective of the role will be to provide a professional and efficient service to all customers, whilst ensuring full FCA compliance and following the CASS5 rules and guidelines. This applies to all businesses, processes, and PAS (Policy Admin System) operating systems that are utilised within the JMG Group of compani
Responsibilities
* ude: The reconciliation of bank statements to the PAS, involving identifying discrepancies and conducting a high level of problem sol
* ving. To control and monitor monthly remittances with amounts paid or rece
* ived. To raise and follow up with handler/broker on any unmatched cash items – 10 da
* y SLA Dealing with internal referrals and que
* ries. Process payments received from clients in accordance with company proced
* ures. Reconciliation and balancing of the daily cash book, day-end and month-end proced
* ures. Accurately process and maintain company business acco
* unts. Identify and report to line manger any identified procedural of CASS5 breaches for reporting onto Pentana compliance s
* ystem Process insurer payments review and validation of client refunds to the timescales a
* greed. Raising any queries on transactions to your appropriate line manager or technical level 3 team member and achieving a clear resolution within 5 da
Qualifications
y SLA What we are lookin
To be successful in this role the successful candidates will have an accounts administration background, ideally with insurer reconciliation experience or insurer knowledge and also have intermediate MS Excel experience, along with all other MS Office pa
ckages.Any broking systems experience such as Acturis, OGI, SSP & TAM would be a distinct adv
#J-18808-Ljbffr