Guillermo Remon Feltrer
Milton Keynes
Summary
Results-focused accounting specialist with almost two years' experience within the organisation, recently promoted to a senior role in recognition of strong performance, technical capability and consistent delivery. Skilled in working with Acturis and collaborating with brokers and insurers, with a proven ability to resolve queries, streamline processes, and mentor team members.
A proactive and detail-oriented individual who thrives in a fast-paced, goal oriented team. Demonstrates strong problem-solving skills, stakeholder management, and a continuous improvement mindset aligned with the organisation’s Retail Strategy and Core Values.
Overview
2
2
years of professional experience
Work History
Senior Client Money Handler
Brown & Brown
Milton Keynes
2024.07 - Current
- Reconciled payments on acturis to insurers meeting SLA deadlines
- Processed refunds and relevant paperwork for clients within SLA deadlines
- Worked efficiently with brokers and insurers to ensure aged items are kept to a minimum to exceed the IBA team's statistical expectations
- Set up efficient lines of communication with Insurers and Brokers
- Championed for a broking hub to become their main point of contact regarding queries and complaints
- Assisted brokers with acturis queries
- Supported teammates with queries and workloads whilst managing own to the highest degree
- Trained new starters to become independent, delivering clear and supportive guidance both in person and remotely
- Ran reports for Insurer/Broker schemes
- Verified teammate paperwork for auditing purposes and authorised outgoing payments from multiple bank accounts
- Knowledge of legal and regulatory requirements in the insurance industry, including audit processes
Education
Ousedale School
Skills
- Passionate and ambitious to show my skills and use my knowledge to help others
- Advanced Acturis usage
- Continuous learning mindset
- Professional and efficient communication via Email, phone and in person with a strong understanding of stakeholders roles and abilities within the business
- Strong problem-solving and analytical thinking
- Quick to adapt to new systems, software and environments to streamline productivity
- Ability to seek out process improvements and efficiency optimisations to apply in my role and within the business
- Detail and accuracy oriented with a keen eye for error
- Easily able to balance differing workloads to meet deadlines early and help others meet them under time constraints
- Advanced proficiency in Microsoft Excel & PowerPoint
- Bilingual - Fluent in Spanish and English
Timeline
Senior Client Money Handler
Brown & Brown
2024.07 - Current
Ousedale School