Insurance Broking Accounts Technician

Associate Consultant – Claims | Reinsurance | Delegated Authority | Operations

Location: United Kingdom

Salary: $40,000.00 – $45,000.00

We are currently partnering with a Market‑Leading Insurance Broker to recruit an Insurance Broking Accounts Technician on a permanent basis.

Key Responsibilities

• Manage a portfolio of client IBA accounts within a wholesale broker environment.
• Produce and review client account statements to ensure accuracy and completeness.
• Actively chase outstanding debt and manage credit control activities.
• Investigate and resolve unmatched cash and funding discrepancies.
• Resolve aged queries and complex account reconciliations.
• Liaise closely with premium processing teams to resolve posting and allocation issues.
• Work collaboratively with front‑end business units to resolve account and payment queries.
• Maintain strong end‑to‑end ownership of client IBA account processes and controls.

Ideal Candidate

• At least 2 years’ recent experience managing client IBA accounts within a wholesale broker environment.
• Proven end‑to‑end knowledge of client IBA processes, including statements, debt chasing, unmatched cash and aged query resolution.
• Clear understanding of the distinction between IBA and Finance functions, with experience focused on client IBA rather than cashiering or insurer IBA work.

Employment Type: Full‑time

Seniority Level: Not Applicable