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For Companies At a Glance
- Tasks: Manage client accounts, handle reconciliations, and collaborate with teams to resolve queries.
- Company: Join a global IT company with a strong presence in the insurance sector.
- Benefits: Enjoy remote work flexibility, competitive salary, bonuses, and additional perks.
- Why this job: Be part of a dynamic team in a fast-paced environment with opportunities for growth.
- Qualifications: 3+ years in IBA roles, strong accounting skills, and familiarity with GXB or similar platforms.
- Other info: Ideal for detail-oriented individuals who thrive in collaborative settings.
The predicted salary is between 45000 - 50000 £ per year.
Are you an experienced IBA professional looking for your next challenge in the London insurance market? We’re on the lookout for a highly organized and detail-oriented IBA Client Account Handler to join our dynamic team.
Role Type: Fixed Term Contract (12 Months)
Location: Remote working from within the UK
Salary: £45,000 > £50,000 + Bonus & Benefits
We are partnered with a global information technology company with a strong foothold and a focused division within the insurance industry. If you have at least 3 years of experience in a London Market broking house, a strong grasp of insurance accounting, and top-tier reconciliation skills, we’d love to hear from you.
Responsibilities:
- Managing client and insurer accounts in line with regulatory and company standards
- Handling account reconciliations and swiftly resolving queries
- Accurately allocating cash receipts and payments
- Collaborating with brokers, underwriters, and internal teams to resolve discrepancies
- Maintaining and reconciling client and insurer ledgers
- Supporting month-end and year-end financial closings
- Proactively managing aged debt and unallocated cash
- Ensuring compliance with FCA regulations
- Using GXB (Global XB) or similar broking/accounting platforms (a big plus!)
Skills required:
- Minimum 3 years’ experience in an IBA role within the London insurance market
- Solid knowledge of IBA accounting, reconciliation, and cash allocation
- Familiarity with GXB or equivalent broking platforms is highly desirable
- Strong Excel skills and confidence in Microsoft Office
- Excellent communication and stakeholder management skills
- A sharp eye for detail and high level of numeracy
- Working knowledge of FCA regulations and compliance standards
Added skills which would be beneficial:
- Experience in a fast-paced broking environment
- A proactive, collaborative mindset
- Strong problem-solving skills and analytical thinking
If you are interested in hearing more, please do not hesitate to apply.
IBA Client Account Handler employer: Excelerate
Contact Detail:
Excelerate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IBA Client Account Handler
✨Tip Number 1
Network within the London insurance market. Attend industry events, webinars, or local meetups to connect with professionals who might know about openings or can refer you directly to hiring managers.
✨Tip Number 2
Familiarise yourself with GXB or similar broking/accounting platforms. If you have access to online tutorials or courses, take the time to enhance your skills in these systems, as this knowledge can set you apart from other candidates.
✨Tip Number 3
Prepare for potential interviews by brushing up on FCA regulations and compliance standards. Being able to discuss these topics confidently will demonstrate your expertise and commitment to the role.
✨Tip Number 4
Showcase your problem-solving skills during discussions. Think of specific examples from your past experience where you successfully resolved discrepancies or managed aged debt, as this will highlight your capability to handle the responsibilities of the role.
We think you need these skills to ace IBA Client Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IBA roles, particularly within the London insurance market. Emphasise your skills in insurance accounting, reconciliation, and cash allocation to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the insurance industry. Mention specific experiences that demonstrate your ability to manage client accounts and resolve discrepancies effectively.
Highlight Relevant Skills: In your application, clearly outline your proficiency with GXB or similar broking/accounting platforms. Also, mention your strong Excel skills and any experience you have with FCA regulations to stand out.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the IBA Client Account Handler role.
How to prepare for a job interview at Excelerate
✨Showcase Your Experience
Make sure to highlight your 3+ years of experience in an IBA role within the London insurance market. Be prepared to discuss specific examples of how you've managed client and insurer accounts, handled reconciliations, and resolved queries.
✨Demonstrate Your Technical Skills
Familiarity with GXB or similar broking/accounting platforms is a big plus. Brush up on your Excel skills and be ready to discuss how you've used these tools in your previous roles to manage cash allocations and reconciliations.
✨Prepare for Compliance Questions
Since compliance with FCA regulations is crucial, review key regulations and be prepared to discuss how you've ensured compliance in your past roles. This will show your understanding of the regulatory environment in which you'll be working.
✨Exhibit Strong Communication Skills
As the role involves collaborating with brokers, underwriters, and internal teams, practice articulating your thoughts clearly. Prepare examples that demonstrate your excellent communication and stakeholder management skills, as these are essential for success in this position.
