IBA Client Account Handler

IBA Client Account Handler

Your new companyA prominent specialist insurance broker based in London, celebrated for its energetic culture, flexible hybrid working model, and strong dedication to employee development. With a typical pattern of 2-3 days in the office, this organisation provides a dynamic environment where your expertise is recognised and your career progression is genuinely supported. Diversity, innovation, and collaboration sit at the core of their approach.
Your new roleAs an IBA Client Account Handler, you will oversee a portfolio of client accounts across multiple brands, playing a key role in maintaining the financial integrity of the business. Your responsibilities will include:

• Investigating and allocating cash
• Leading credit control activity and ensuring prompt debt recovery
• Processing payments for claims and return premiums
• Producing accurate and timely management information (MI)
• Working closely with internal teams and external stakeholders to resolve queries
• ️ Ensuring full compliance with FCA CASS 5 Client Money Rules
• ️ Maintaining accurate and up to date accounting ledgers and records
• Building strong working relationships to support financial performance

This is a hands on, detail driven role where your accuracy, resilience, and communication skills will be essential.
What you'll need to succeed

• Proven experience in an IBA role
• Strong MS Office skills
• Knowledge of Global XB (preferred)
• Excellent communication and stakeholder management abilities
• 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 programmes and career development support
• A vibrant, 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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