We are currently partnering with a Market-Leading Insurance Broker to recruit a Insurance Broking Accounts Technician on a permanent basis.
Key Responsibilities:
* Manage a portfolio of client IBA accounts within a wholesale broker environment.
* Produce and review client account statements to ensure accuracy and completeness.
* Actively chase outstanding debt and manage credit control activities.
* Investigate and resolve unmatched cash and funding discrepancies.
* Resolve aged queries and complex account reconciliations.
* Liaise closely with premium processing teams to resolve posting and allocation issues.
* Work collaboratively with front-end business units to resolve account and payment queries.
* Maintain strong end-to-end ownership of client IBA account processes and controls.
The ideal candidate should have:
* At least 2 years’ recent experience managing client IBA accounts within a wholesale broker environment.
* Proven end-to-end knowledge of client IBA processes, including statements, debt chasing, unmatched cash and aged query resolution.
* Clear understanding of the distinction between IBA and Finance functions, with experience focused on client IBA rather than cashiering or insurer IBA work.