Client Iba Account Handler

7 months ago

London, United Kingdom The Ardonagh Group Full time

**Client IBA Account Handler - 12 month FTC**

**Context for the Role**: Client account management with responsibility for a portfolio of client IBA accounts.

**Purpose of the Role**: Manage a portfolio of client accounts within Ardonagh Specialty across both the Price Forbes and Bishopsgate brands. Responsibilities include investigation and allocation of cash, credit control, payments (both claims and return premiums) and the production of accurate and timely MI to support performance on the ledger portfolio.

**Key Role Accountabilities**:

- Ensure all debts are collected as soon as possible and all liabilities are settled within agreed credit terms
- Ensure all cash received is matched as soon as possible
- Ensure that all processes are being completed on a timely and accurate basis
- Ensure accounting ledgers are maintained in an up to date and accurate manner.
- To produce accurate and timely management information on both a regular and ad hoc basis
- Regular liaison with other departments regarding outstanding queries, particularly cash queries
- Ensure that all outstanding cash under query with the clients/underwriters is chased on a monthly basis
- Prepare and despatch statements of accounts in accordance with account holders’ requirements and/or when requested by divisions
- Maintain accurate, comprehensive and up to date records, accessible to all parties that require them
- Monitor client money payments to intermediary placing brokers
- Notify appropriate individuals of potential bad debts at earliest possible stage and enlist assistance where appropriate
- Undertake other duties and ad hoc tasks and projects
- 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 appropriate group policies and procedures.
- Work with the Ardonagh Specialty Client Money Manager to ensure compliance with the FCA CASS 5 Client Money Rules.
- Ensure successful completion of training and assessment exercises as assigned from the Compliance and Training Departments.

Other responsibilities and activities as required.

**Qualifications & Experience**:

- Previous IBA experience is required together with MS Office experience._

**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._

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