Your newpanyAn 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 roleAs 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:
1. Investigating and allocating cash
2. Leading credit control activity and ensuring prompt debt collection
3. Processing payments for claims and return premiums
4. Producing accurate, timely MI reports
5. Working with internal teams and external partners to resolve queries
6. Preparing and issuing statements of account
7. ️ Ensuring adherence to FCA CASS 5 Client Money Rules
8. ️ Maintaining accurate ledgers and financial records
9. Identifying potential bad debts and escalating where required
10. Building strong working relationships to support financial performance
This is a detail‑focused, client‑centric role where your financial expertise andmunication skills will be essential.
What you'll need to succeed
11. Previous experience in an IBA role
12. Strong MS Office capability
13. Knowledge of Global XB (advantageous)
14. Excellent written and verbalmunication skills
15. Ability to influence stakeholders and resolve issues effectively
16. A proactive, resilient, and professional approach
What you'll get in return
17. 10% employer pension contribution (with 5% employee input)
18. Generous annual leave allowance
19. Private medical insurance
20. Annual bonus scheme
21. Discounts at major retailers, gyms, restaurants, and more ️
22. Access to wellbeing initiatives and career development support
23. A vibrant, inclusive culture with regular social events and recognition programmes