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- Tasks: Manage client accounts, handle reconciliations, and collaborate with teams to resolve queries.
- Company: Join a global IT company making waves in the insurance industry.
- Benefits: Enjoy remote work, a competitive salary, bonuses, and great perks.
- Why this job: Be part of a dynamic team in a fast-paced environment with real impact.
- Qualifications: 3+ years in IBA roles, strong accounting skills, and familiarity with GXB preferred.
- Other info: This is a 12-month fixed-term contract with opportunities for growth.
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 for the IBA Client Account Handler will include but are not limited to:
- 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 for the IBA Client Account Handler will include but are not limited to:
- 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 are:
- 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 in the field. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Familiarise yourself with GXB or similar broking/accounting platforms. If you haven't used them before, consider taking online courses or tutorials to boost your knowledge. This will make you a more attractive candidate for the role.
✨Tip Number 3
Stay updated on FCA regulations and compliance standards. Follow relevant news sources or join professional groups that discuss changes in the insurance industry. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios in IBA roles. Think about how you've handled reconciliations or resolved discrepancies in the past, as these examples will showcase your experience effectively.
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 application for any spelling or grammatical 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, as well as any challenges you've faced and how you overcame them.
✨Demonstrate Your Technical Skills
Since familiarity with GXB or similar broking/accounting platforms is a big plus, be ready to talk about your experience with these tools. If you have strong Excel skills, mention specific functions or analyses you've performed that are relevant to the role.
✨Prepare for Compliance Questions
Given the importance of FCA regulations in this role, brush up on your knowledge of compliance standards. Be ready to discuss how you've ensured compliance in your previous roles and any specific experiences related to regulatory challenges.
✨Exhibit Strong Communication Skills
As the role involves collaborating with brokers, underwriters, and internal teams, it's crucial to demonstrate your excellent communication and stakeholder management skills. Prepare examples of how you've effectively resolved discrepancies or managed relationships in past positions.
