IBA Account Handler

IBA Account Handler

Your new company
An established and forward-thinking insurance brokerage based in London, offering a hybrid working model (typically 2-3 days in the office). This organisation is known for its inclusive culture, commitment to employee development, and vibrant office environment. With a strong focus on flexibility, wellbeing, and career progression, it's a place where you're encouraged to shape your role and grow across a wider group.
Your new role
As an IBA Account Handler, you'll take charge of a portfolio of client accounts, managing all aspects of Insurance Broking Accounts (IBA) across multiple brands. Your responsibilities will include:

• Investigating and allocating cash
• Driving credit control and ensuring timely debt collection
• Managing payments for claims and return premiums
• Producing accurate and timely management information (MI)
• Liaising with internal departments and external stakeholders to resolve queries
• Preparing and dispatching statements of account
• ️ Ensuring compliance with FCA CASS 5 Client Money Rules
• ️ Maintaining accurate ledgers and financial records
• Identifying potential bad debts and escalating appropriately
• Building strong relationships to support financial performance

This is a detail-driven, client-focused role where your financial acumen and communication skills will be key to success.What you'll need to succeed

• Previous IBA experience
• Strong MS Office skills
• Knowledge of Global XB (preferred)
• Excellent written and verbal communication
• Ability to influence stakeholders and resolve queries
• Professional, resilient, and proactive approach

What you'll get in return

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

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.
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