Browns Apprenticeships jobs

Job Description

Job Title:

Client Money Handler (apprenticeship) Studying AAT level 2-4

Reports To:

Team Leader / Deputy Team Leader

1. Responsibilities

Responsible to: Client Money Team

Responsible for: The activities relating to the reconciliation and control of the Client trust accounts, payment of insurer accounts, and refunds to both commercial customers and consumers. Ensure excellent attention to detail in all tasks and objectives set by line manager.

2. Principal Accountabilities:

· Provide accounting & administration support within our client accounting team.

· To ensure accuracy, efficiency and professionalism when dealing with internal and external providers, including both colleagues and insurers

· Liaise and build relationships with both internally and externally stakeholders through regular communication via email, Teams, and telephone.

· Run system month ends and ad hoc system reports

· Ensure system tasks are completed in a timely and efficient manner

· Production of income payments to partner brokers per the allocated schedule

· Reconciling, posting, and settling of insurer/introducer accounts.

· Pay accounts periodically, in line with credit terms and in compliance with FCA Regulation. Discrepancies or aged creditors investigated and queried when identified.

· Organise payments to insurer/introducer online by BACS.

· Cash accounting work - Posting of client receipts via card, cheque, and BACS payment

· Raise queries and maintain logs for unallocated cash receipts

· Monitor client receipts including cheque logs to confirm timeliness of banking

· Issue premium refunds to clients in line with internal processes and FCA regulations.

· Liaise with branch account handlers to ensure up to date records are kept.

3. Competencies

· Be Customer Focused: To deliver excellent customer service to internal and external customers, by being available, reliable and attentive. Customer focus is central to Hedron and Brown & Brown’s culture in ensuring the Customer is at the heart of everything we do. Striving for excellence and making a difference means that every customer is treated fairly, they feel valued and are dealt with individually, with the aim not only to meet, but exceed their expectations.

· Be a Winner: To always give 100% to achieve and exceed goals and objectives, whilst upholding the company values.

· Be the Link: To collaborate and contribute to the teams’ high standard of performance. Working collaboratively encompasses the value of Teamwork - Working together as one team means that we increase our resourcefulness and are able to work better in servicing our customers’ needs

· Be Trustworthy: Being honest, transparent, and treating both internal and external customers with respect. Working with Integrity focuses on Respect – Our values promote always considering the feelings and wishes of our Colleagues, Customers and Partners.

· Be a Futurist: To demonstrate a willingness to implement change that adds value and our ongoing efforts to improve products, service and working practices. Continuous Improvement and Change is crucial to the future success of the company. To deliver excellence to our customers, we must strive to continuously improve the way we work and to seek out opportunities to create effective change that adds value

· Be Gritty: Obtain, improve and retain the skills and knowledge needed to carry out your role effectively

4. Role Requirements

Essential:

· Ability to use Microsoft Outlook, Word, and Excel.

Desirable:

· Experience within a customer service environment

Pay: £20,819.00 per year

Benefits:

• Company pension
• Employee mentoring programme
• Employee stock ownership plan
• Referral programme
• Sick pay

Work Location: In person