IBA Account Handler

IBA Account Handler

Your new companyAn 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 roleAs 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 communication skills will be essential.
What you'll need to succeed

• Previous experience in an IBA role
• Strong MS Office capability
• Knowledge of Global XB (advantageous)
• Excellent written and verbal communication skills
• Ability to influence stakeholders and resolve issues effectively
• A proactive, resilient, and professional approach

What you'll get in return

• Competitive salary
• 10% employer pension contribution (with 5% employee input)
• Generous annual leave allowance
• Private medical insurance
• Annual bonus scheme
• Discounts at major retailers, gyms, restaurants, and more ️
• Access to wellbeing initiatives and career development support
• A vibrant, inclusive culture with regular social events and recognition programmes

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
#