JMG Group
Insurance Broking Accounts Administrator (I-REC)
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About the Company
JMG Group is a private equity-backed insurance brokerage, headquartered in Guiseley, Leeds, with a strong and growing presence across the UK. As a Top 30 broker with over 900 employees, we are experiencing rapid growth and continued success in the market.
We place in excess of £350 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing—values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners.
The Vacancy
Following our recent growth and future acquisition strategy we are looking to add to our teams and recruit an additional Insurance Broking Accounts Administrator in our Insurer Reconciliation (IREC) division, based in our brand-new Finance hub in Yeadon, next to Leeds Bradford Airport.
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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 companies.
Key Responsibilities
- To ensure accounts are settled within the agreed credit terms and in accordance with the FCA CASS rules
- Referring any commission adjustments for review
- Ensure commission differences are referred back to handlers/brokers for a system re-debit, ensuring client ledger and insurer ledger contras are matched and correct line item settled to the insurer (all PAS)
- The reconciliation of statements, involving identifying discrepancies and conducting a high level of problem solving
- Commission reconciliation in lieu of premium settlement
- Dealing with queries from insurance companies
- Dealing with internal referrals and queries
- Populate payment files ready for cashbook upload to banking platforms and validation in accordance with payment processes and dual authorisation reviews
- Identify and report to line manager any identified procedural or CASS5 breaches for reporting onto Pentana compliance system
- Accurately process and maintain company business accounts
- Manage own accounts and raise any concerns with reporting line manager or technical level 3 team members
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What We Are Looking For
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 packages.
Any broking systems experience such as Acturis, OGI, SSP & TAM would be a distinct advantage.
What We Offer
- Death in service
- Enhanced maternity/paternity leave
- Company pension
- Cycle to work scheme
- Free parking
- Health & wellbeing programme
- Referral programme
- Casual dress
- Many more
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