IBA Client Account Handler
Your new company
A leading specialist insurance broker based in London, known for its vibrant culture, flexible working model, and commitment to employee development. With a hybrid setup (typically 2-3 days in the office), this organisation offers a dynamic environment where your skills are valued and your growth is supported. Diversity, innovation, and collaboration are at the heart of everything they do.
Your new role
As an IBA Client Account Handler, you'll manage a portfolio of client accounts across multiple brands, acting as the financial backbone of the business. You'll be responsible for:
- 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 teams and external stakeholders to resolve queries
- ️ Ensuring compliance with FCA CASS 5 Client Money Rules
- ️ Maintaining up-to-date accounting ledgers and records
- Building strong relationships to support financial performance
This is a hands-on role where your attention to detail, resilience, and communication skills will make a real impact.
What you'll need to succeed - Proven IBA experience
- Strong MS Office skills
- Knowledge of Global XB (preferred)
- Excellent communication and stakeholder management skills
- A proactive, professional, and determined 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 nowIf 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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