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 communicatio...