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Insurance broking accounts technician

Bolton
Indesure Recruitment
Technician
Posted: 3 March
Offer description

Job Description

IBA Account Handler – 6 Month FTC

Bolton | Hybrid (2–3 days in office)

Competitive salary + 10% pension + bonus + PMI

Are you currently working in an IBA or client money role?

Comfortable managing your own ledger, chasing debt, allocating cash and producing MI?

I’m working with a well-known London Market business who are looking for an experienced IBA Account Handler to join on a 6-month FTC.

This is a solid opportunity to join a structured, well-run team with strong systems and clear processes.

What you’ll be doing:

* Managing a portfolio of IBA client accounts
* Credit control & debt collection within agreed terms
* Cash allocation & investigation of unmatched items
* Processing payments (claims & return premiums)
* Producing accurate MI on ledger performance
* Sending statements & chasing outstanding queries
* Monitoring client money payments
* Working in line with FCA CASS 5 rules
* Liaising with underwriters, brokers & internal teams

You’ll need previous IBA experience and be comfortable working across ledgers with minimal supervision.

Websure knowledge would be a bonus.

What’s on offer:

* 10% employer pension (5% employee contribution)
* Private Medical Insurance
* 4x Life Assurance
* Group Income Protection
* Annual bonus scheme
* Generous annual leave
* Flexible hybrid working
* Access to discounts, wellbeing programmes & group benefits

This would suit someone detail-driven, organised and confident chasing debt and resolving queries - someone who likes accountability and keeping the ledger clean.

If you would like your CV reviewed within 24 hours, please apply today!

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