Apprentice Client Money Handler

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 internal and external 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 the 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

Training:

The applicant will train under First Intuition East & North Ltd for their Level 2 Accounts/Finance Assistant qualification. They will be expected to attend regular in-centre tuition courses throughout a 12 - 14-month period, which will help develop their knowledge, skills and behaviours in accountancy-related practices. First Intuition East & North Ltd has Cambridge, Norwich, Ipswich and Milton Keynes centres. 

Training Outcome:
IBA career (senior, exec etc.) Global business Management opportunities Gateway to general insurance role Gateway to central service teams

Employer Description:

Founded as a family business in 1939, Brown & Brown is a leading global insurance intermediary, employing over 23,000 teammates worldwide and generating over $4.8BN in revenue. Following the acquisition of Global Risk Partners (GRP) in July 2022, we are now one of the largest insurance intermediaries in the UK and Ireland, working with almost half a million personal and commercial customers across a spectrum of industries, sectors and specialist insurance and risk management needs.

Working Hours :
Monday to Friday 9am to 5pm

Skills:
Communication skills,IT skills,Problem solving skills,Team working,Initiative,Outlook, Word and Excel