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IBA Account Handler

5 months ago


Essex, United Kingdom Lawes Consulting Group Full time

Job Title: IBA Account Handler

Location: Southend, Essex

Full/Part Time: Full Time

Salary: £40,000 per annum + Benefits 

Insurance Industry Sectors: IBA, Accounts, Broking, Brokerage

A key client of ours is looking to recruit an IBA Account Handler. 

You will be required to have 5 years experience within an IBA role and be willing for a new challenge with a respected Lloyds Broker. 

The ideal candidate will need to have strong numerical and literacy skills. Good communicational and organisational skills are also essential.

Key responsibilities:

  • Cash Matching & Allocation 
  • Preparing statements for Underwriters, Clients & Third party accounts 
  • Chasing outstanding premium and requesting full breakdown
  • Preparing payment runs for client and Underwriters
  • Running fortnightly credit control reports
  • General Administration and office duties - IE Scanning, Filling, Telephone

Qualifications & Requirements:

  • Advanced knowledge of Microsoft products (Word, Excel and Outlook) or similar software applications.
  • Knowledge of Brokasure
  • Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.
  • Ability to understand and execute oral and written instructions.
  • Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates

For more information on the role or to review the full job specification please contact Sharnia on any of the methods below.

Tel:

Email: