Job Description
IBA Account Handler
Your new companyAn 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:
* 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 nowIf 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