Your newpany
You’ll be joining a growing, dynamic insurance firm based in the heart of London, working within their busy finance team as an IBA Technician. In this role, you will provide vital support to the wider finance function, with a particular focus on managing and maintaining IBA accounts. You will play a key role in ensuring accurate financial operations, clear reporting, and smooth client account management, while working closely with colleagues across the business. Reporting directly to the Head of Finance, this position offers strong exposure, ongoing development, and the opportunity to make a meaningful contribution within a high-performing team.
Your new role
1. Maintain clear, consistentmunication with colleagues, finance teams, and other divisions to ensure accurate and timely record‑keeping.
2. Share knowledge and expertise across the department and wider organisation.
3. Build and sustain productive working relationships with peers, managers, underwriters, clients, and industry professionals.
4. Participate actively in team meetings, updates, and discussions.
5. Manage premium collections and process claims payments in line with agreed terms of trade.
6. Produce and distribute monthly client statements, reconciling all iing and outgoing cash.
7. Collaborate closely with technical and broking teams to resolve queries and support operational flow.
8. Maintain organised and efficient filing systems for the team.
9. Escalate issues promptly to senior management to ensure timely resolution.
10. Support FCApliance and internal policies through accurate,plete documentation.
11. Follow all relevant Group processes and procedures, including Conduct Rules and Customer’s Best Interest obligations.
12. Assist with CASS and statutory audit processes when required.
13. Assist with CASS and statutory audit processes as needed.
What you'll need to succeed
14. Experience working within an IBA team
15. Strongmunication skills