IBA Specialist

An exciting opportunity has arisen for an analytical individual to join our Insurance Broker Accounts (IBA) team – who work closely with Lockton’s clients and insurance underwriters to carry out the reconciliation and management of client money.

This is an excellent role for someone with an interest in finance and a keen eye for detail to join a dynamic and growing business. The successful candidate will demonstrate a high degree of accuracy and initiative and will be an excellent communicator who builds positive and successful relationships with stakeholders.

Based in our Brighton office, you will benefit from the support of a longstanding professional team to support this next stage in your career and professional development.

Role responsibilities:

• Act as liaison for our clients or insurance underwriters – constantly work to improve and strengthen relationships, and review processes to mutual benefit including instigating key insurer partnership meetings

• Responsibility for the reconciliation of accounts by working with clients to ensure funds are collected, and ability to work efficiently in a fast-paced environment

• Responsibility for making premium payments (PPWs) to insurance underwriters to deadlines

• Manage query escalation to Lockton’s broking divisions and within IBA, ensuring compliance with internal procedures and external regulatory requirements

• Maintain tracking systems and reports, and ensure accurate data and record management

Candidate requirements:

• Good numerical ability and an analytical mindset

• Ability to compile, analyse and interpret financial information and data to facilitate decision making, with excellent attention to detail

• An effective communicator, with the ability to build and maintain positive and successful business relationships with Lockton colleagues, our clients and insurers

• Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.

• Excellent knowledge of the Microsoft Office suite, including Excel

• An understanding of cash collection/payment processes is desirable (such as general insurance accounting and client invoicing)

Why Lockton

We pride ourselves in being perpetually private and a commitment to excellence, innovation and collaboration. Our unique entrepreneurial spirit is reflected in our empowered people being autonomous, being able to act quickly, learn fast and provide the right solutions for our clients.

Joining Lockton, you will be exposed to opportunities and experiences that will help build a successful and fulfilling career. Our commitment to excellence, coupled with a supportive and inclusive work culture, ensures that you will thrive both personally and professionally.