Your newpany
As part of this organisation, you will belong to a diverse network of brands that offer broad opportunities for professional development and career progression.mitted to flexibility and collaboration, empowering colleagues to shape their working lives in ways that work best for them. Whether you are office‑based or working remotely, you will be part of a team that values your contribution, invests in your growth, and celebrates your success.
Your new role In this role as an IBA Client Account Handler, you will manage a portfolio of client accounts across all the organisation's brands. Your work will play a crucial part in maintaining accurate financial records and supporting effective ledger performance. You will take responsibility for the timely collection of outstanding debts, the accurate matching of received cash, and the efficient settlement of liabilities within agreed credit terms. Additionally, you will process payments such as claims and return premiums, while producing clear and reliable management information to support operational decision making.
Collect outstanding debts and settle liabilities within agreed credit terms
1. Match all received cash promptly and accurately
2. Maintain up-to-date and accurate accounting ledgers
3. Produce regular and ad hoc management information (MI) reports
4. Liaise with internal departments to resolve outstanding queries, especially cash-related
5. Chase outstanding cash under query with clients/underwriters monthly
6. Prepare and send statements of account as required
7. Monitor client money payments to intermediary placing brokers
8. Flag potential bad debts early and escalate appropriately.
What you'll need to succeed
The role requires a strong attention to detail and a proactive approach, particularly when liaising with internal teams to resolve outstanding queries ormunicating with clients and underwriters to chase cash under query. You will be responsible for preparing and distributing statements of account, monitoring payments to intermediary placing brokers, and identifying potential bad debts at an early stage. Maintainingprehensive,pliant records of all activity is essential alongside building strong relationships with stakeholders across the business. You will also ensure fullpliance with Group policies and FCA CASS 5 Client Money regulations,pleting any required training and contributing to wider projects and initiatives as needed.
You will be local to Bolton and will be required to work in the office 1 day a week.
What you'll get in return
In return, the organisation offers apetitive salary up to £2800 and an excellent benefits package, including a 10% employer pension contribution (with 5% employee contribution), life assurance, group ie protection, private medical insurance, and generous annual leave. You will work remotely for 80% of the time and will be required to work from their Bolton office one day per week only.