Job Title: IBA Underwriting & Bureau Account Handler
Location: London/Hybrid (Typically 2/3 days in the office)
Type: Full time/Part time – Permanent/Fixed Term (If you are a job share partnership, work reduced hours, or any other way of working flexibly, please do still get in touch)
Benefits
- Employer pension contribution of 10% (providing you, the Employee provides 5%).
- Good work life balance - flexibility to suit you.
- Competitive salary.
- Life Assurance at X4 of your base salary.
- Group Income Protection.
- Generous Annual Leave entitlement.
- Private Medical Insurance.
- Group annual bonus scheme.
Responsibilities
- Manage a portfolio of client accounts across all ASL brands.
- Investigate and allocate cash, perform credit control, process payments (both claims and return premiums).
- Produce accurate and timely management information to support portfolio performance.
- Ensure all debts are collected promptly and liabilities settled within agreed credit terms.
- Match all cash received as soon as possible.
- Complete processes on a timely and accurate basis.
- Maintain accounting ledgers in an up‑to‑date and accurate manner.
- Produce timely management information regularly and on an ad hoc basis.
- Regularly liaise with other departments regarding outstanding queries, particularly cash queries.
- Chase outstanding cash queries with clients/underwriters on a monthly basis.
- Prepare and dispatch statements of accounts as requested.
- Maintain accurate and comprehensive records that are accessible to required parties.
- Monitor client money payments to intermediary placing brokers.
- Notify relevant parties of potential bad debts at the earliest possible stage and enlist assistance where appropriate.
- Undertake other duties, ad hoc tasks, and projects as required.
- Keep suitable records of all communications sent.
- Build and manage relationships with key internal and external stakeholders to ensure the success of the project.
- Ensure compliance with group policies, procedures and the FCA CASS 5 Client Money Rules.
- Complete training and assessment exercises as assigned.
Qualifications
- Previous IBA experience is required together with MS Office experience.
- Global XB system knowledge preferable.
- IBA experience.
- MS Office skills.
- Good written and verbal communication skills.
- Presentable appearance.
- Determined and resilient attitude.
Person Specification
- Able to influence various stakeholders both internally and externally.
- IBA experience.
- MS Office skills.
- Good communication skills – written and verbal.
- Presentable.
- Determined and resilient.
We truly value the diversity of our teams and are committed to supporting and welcoming individuals from all backgrounds. If you require any reasonable adjustment throughout the recruitment process, please let a member of the Talent team know.
