IBA Accounts Handler

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IBA Accounts Handler

Southend-on-Sea

Post Date, 25/11/2024

Salary: - per annum

Permanent

This established Lloyd’s broker is looking to recruit an IBA Accounts Handler to join their successful team. You will be working for a well respected Lloyd’s insurance broker who pride themselves on the excellent service they produce.

You will have attained 5 years’ experience in an IBA role and looking for a new challenge. An interest in insurance is essential as the role involves insurance based accounts.

You will be handling a busy work environment dealing with varied tasks throughout the day.

Reporting directly to the Accounts Manager & Accounts Supervisor you will be responsible for the following duties:

  • Cash Matching & Allocation
  • Preparing statements for Underwriters, Clients & Third Party accounts
  • Chasing outstanding premium & requesting breakdowns for un-reconciled receipts and allocating to entries once received
  • Preparing payment runs for client and underwriters & submitting to Directors for approval
  • Running fortnightly credit control reports
  • Dealing with bank, clients & brokers queries in a timely and professional manner
  • Filing of all relevant documentation such as bank statements, remittance advices & correspondence
  • General office duties such as answering the telephone, scanning & filing

This is a pivotal position within the company and therefore demands a responsible attitude.

The ideal candidate will need to have strong numerical and literacy skills. Good communicational and organisational skills are also essential.

Other desirable skills are:

  • Advanced knowledge of Microsoft products (Word, Excel and Outlook) or similar software applications.
  • Knowledge of Brokasure
  • Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.
  • Ability to understand and execute oral and written instructions.
  • Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates.

Our client is committed to continuous professional education and will offer study support when required

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 3
  • Last Date: 06/01/2025
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