At a Glance
- Tasks: Manage client and insurer accounting functions with autonomy and flexibility.
- Company: Established insurance brokerage in Middlesex with a supportive team culture.
- Benefits: Up to £45,000 salary, flexible working options, and comprehensive benefits package.
- Other info: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Join a growing company that values work-life balance and career development.
- Qualifications: 5+ years in Insurance Broker Accounts and proficiency in Acturis required.
- Insurance Broker Accounts Technician – Middlesex
- Location: Middlesex (Flexible working: Office-based, Hybrid, or Remote post-training with occasional office visits)
- Salary: Up to £45,000 base salary (dependent on experience) + Flexible Benefits package
- Role
- Type: Full-time, Permanent
- Key
Requirements: 5+ years Insurance Broker Accounts experience & Acturis proficiency is essential About the Role Are you an experienced Insurance Accounts Technician looking for flexibility, competitive compensation, and a supportive team environment?
An established and growing insurance brokerage based in Middlesex is seeking a skilled professional to manage their client and insurer accounting functions.
This role offers great autonomy, allowing you to work in the office, hybrid, or largely remote (following an initial onboarding period) with occasional visits to the Middlesex office.
Key Responsibilities
- IBA Accounting: Managing the Insurer and Client Ledger processes accurately and efficiently.
- Reconciliations: Performing daily bank reconciliations, insurer statement reconciliations, and resolving unallocated cash or discrepancies.
- System
Management: Utilising Acturis daily to process payments, credit control, bordereaux, and premium calculations.
- Credit
Control: Monitoring outstanding balances, chasing client debt, and maintaining low bad-debt levels.
- Insurer
Relations: Processing insurer settlements and maintaining strong working relationships with insurer accounts teams.
- Reporting: Assisting the Finance Manager with month-end reports, IBA audit preparation, and compliance checks.
Requirements & Skills Requirement Details Brokerage Experience 5+ years in a similar Insurance Broker Accounts (IBA) role (Essential).
Software Skills Deep operational knowledge of Acturis software (Essential).
Technical Knowledge Comprehensive understanding of FCA regulations regarding client money (CASS 5).
Communication Strong verbal and written communication skills to liaise with underwriters, clients, and internal teams.
Location / Travel Able to commute to the Middlesex office for initial training and ongoing occasional team meetings.
What’s on Offer?
- Base
- Flexible
- Working
Model: Choose between Office-based, Hybrid, or Remote working post-training.
- Comprehensive
Benefits: Tailored flex benefits package including healthcare options, enhanced pension, and generous holiday allowance.
- Career
Growth: Join an established, supportive business that values work-life balance and internal development.
How to Apply If you meet the requirements and are ready for your next career move, apply today with your updated CV or contact David Helliwell at Cameron James Professional Recruitment for a confidential discussion
Insurance Broker Accounts Technician in Harrow employer: Cameron James Professional Recruitment
Cameron James Professional Recruitment is an excellent employer, offering a dynamic hybrid role in Gatwick that empowers you to manage your own portfolio of commercial clients. With a strong emphasis on career development and a supportive work culture, employees are encouraged to grow their skills while building meaningful relationships in the insurance industry. Join us to be part of a team that values integrity and fosters professional growth.
Contact Details:
Cameron James Professional Recruitment Recruitment Team
