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For Companies At a Glance
- Tasks: Manage client accounts, handle reconciliations, and ensure compliance with regulations.
- Company: Join a global IT company making waves in the insurance sector.
- Benefits: Enjoy remote work, competitive salary, bonuses, and great perks.
- Why this job: Be part of a dynamic team and enhance your skills in a fast-paced environment.
- Qualifications: 3+ years in IBA roles, strong accounting knowledge, and Excel proficiency required.
- Other info: This is a 12-month fixed-term contract with opportunities for growth.
The predicted salary is between 36000 - 60000 £ 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
- 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: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IBA Client Account Handler
✨Tip Number 1
Network with professionals in the London insurance market. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with GXB or similar broking/accounting platforms. If you have access to training resources or online courses, take advantage of them to boost your knowledge and demonstrate your commitment to the role.
✨Tip Number 3
Brush up on FCA regulations and compliance standards. Understanding these will not only help you in the interview but also show that you are proactive and knowledgeable about the industry.
✨Tip Number 4
Prepare for potential scenario-based questions during interviews. Think about past experiences where you've successfully managed client accounts or resolved discrepancies, as these examples will highlight your skills 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 accounting, reconciliation, and cash allocation, as these are crucial for the position.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities and skills mentioned in the job description. Use examples from your past experience to demonstrate how you meet the requirements, especially your familiarity with GXB or similar platforms.
Highlight Relevant Experience: In your application, clearly outline your 3+ years of experience in an IBA role. Mention any specific achievements or projects that showcase your problem-solving skills and attention to detail, which are essential for this role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is vital for the IBA Client Account Handler position.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your IBA Experience
Make sure to highlight your experience in the IBA role, especially 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, consider preparing a few examples of how you've used Excel to streamline processes or improve accuracy in your previous roles.
✨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 past positions and how you stay updated on regulatory changes.
✨Exhibit Strong Communication Skills
As an IBA Client Account Handler, you'll need excellent communication and stakeholder management skills. Prepare to share examples of how you've effectively collaborated with brokers, underwriters, and internal teams to resolve discrepancies and manage relationships.
