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If you have 5 years experience in an IBA role, this established Lloyds broker is looking to recruit an IBA Accounts Handler with a keen interest in insurance as this role involves insurance based accounts.
Working within this successful team who pride themselves on the excellent service they produce, this is a busy work environment dealing with varied tasks. This is a pivotal position within the company and therefore demands a responsible attitude.
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
Essential attributes are strong numerical and literacy skills and good communication and organisational abilities.
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
