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
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
- 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
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
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