Insurer Reconciliation Executive

Insurer Reconciliation Executive 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 We want someone who is: 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. 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. We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future. So, what are you waiting for? Apply today and one of our team will be in touch. #LI-NT1 #LI-Hybrid #AIB #INDX1 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. Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening. Click here here to see our standard benefits page Department Finance Role Reconciliation Locations Leeds- West Village Remote status Hybrid Employment Types Fixed Term Contract, Full Time Salary £24,000-£25,000 Job Reference 461959 About Everywhen Our journey is a story of continuous growth and evolution. As the UK-based broking and advisory heart of the Ardonagh Group, Everywhen unites a nationwide network with a strong local touch — powered by over 5000 talented individuals across more than 140 hubs. Founded in 2005 Co-workers circa 5000