IBA Account Handler

Job Description

IBA Account Handler

Your new company An established and progressive insurance brokerage based in London, offering a hybrid working pattern (typically 2–3 days in the office). The business is recognised for its inclusive culture, strong focus on employee growth, and lively office environment. With an emphasis on flexibility, wellbeing, and long‑term development, this is a place where you’re encouraged to shape your role and build a career across a wider group.
Your new role As an IBA Account Handler, you will oversee a portfolio of client accounts and manage all aspects of Insurance Broking Accounts (IBA) across multiple brands. Your responsibilities will include:

• Investigating and allocating cash
• Leading credit control activity and ensuring prompt debt collection
• Processing payments for claims and return premiums
• Producing accurate, timely MI reports
• Working with internal teams and external partners to resolve queries
• Preparing and issuing statements of account
• ️ Ensuring adherence to FCA CASS 5 Client Money Rules
• ️ Maintaining accurate ledgers and financial records
• Identifying potential bad debts and escalating where required
• Building strong working relationships to support financial performance

This is a detail‑focused, client‑centric role where your financial expertise and communication skills will be essential.
What you'll need to succeed

• Previous experience in an IBA role
• Strong MS Office capability
• Knowledge of Global XB (advantageous)
• Excellent written and verbal communication skills
• Ability to influence stakeholders and resolve issues effectively
• A proactive, resilient, and professional approach

What you'll get in return

• Competitive salary
• 10% employer pension contribution (with 5% employee input)
• Generous annual leave allowance
• Private medical insurance
• Annual bonus scheme
• Discounts at major retailers, gyms, restaurants, and more ️
• Access to wellbeing initiatives and career development support
• A vibrant, inclusive culture with regular social events and recognition programmes

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
# 4736360