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IBA Account Handler

Lawes Consulting Group
Posted a day ago, valid for 11 days
Location

Witham, Essex CM8 1UG

Salary

£40,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The IBA Account Handler position is located in Southend, Essex, and offers a full-time salary of £40,000 per annum plus benefits.
  • Candidates must have a minimum of 5 years of experience in an IBA role and be ready for a new challenge with a respected Lloyds Broker.
  • Strong numerical and literacy skills, along with good communication and organizational abilities, are essential for this role.
  • Key responsibilities include cash matching and allocation, preparing statements, chasing outstanding premiums, and general administration duties.
  • Advanced knowledge of Microsoft products and familiarity with Brokasure are required, along with the ability to manage time effectively.

Job Title: IBA Account Handler

Location: Southend, Essex

Full/Part Time: Full Time

Salary: £40,000 per annum + Benefits 

Insurance Industry Sectors: IBA, Accounts, Broking, Brokerage

A key client of ours is looking to recruit an IBA Account Handler. 

You will be required to have 5 years experience within an IBA role and be willing for a new challenge with a respected Lloyds Broker. 

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

Key responsibilities:

  • Cash Matching & Allocation 
  • Preparing statements for Underwriters, Clients & Third party accounts 
  • Chasing outstanding premium and requesting full breakdown
  • Preparing payment runs for client and Underwriters
  • Running fortnightly credit control reports
  • General Administration and office duties - IE Scanning, Filling, Telephone

Qualifications & Requirements:

  • 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

For more information on the role or to review the full job specification please contact Sharnia on any of the methods below.

Tel:

Email:

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.