Financial Services Coordinator

7 hours ago


SouthendonSea, Southend-on-Sea, United Kingdom The Recruiter Ltd Full time
Company Overview

The Recruiter Ltd is a well-established Lloyd's broker seeking an experienced IBA Accounts Handler to join their successful team.

Job Summary

We are looking for a skilled candidate with 5 years of experience in an IBA role, who is interested in insurance and has strong numerical and literacy skills. The ideal candidate will have advanced knowledge of Microsoft products and Brokasure software applications.

Key Responsibilities
  • Cash matching and allocation
  • Preparing statements for underwriters, clients, and third-party accounts
  • Chasing outstanding premium and requesting breakdowns for un-reconciled receipts and allocating to entries once received
  • Preparing payment runs for client and underwriters and submitting to directors for approval
  • Running fortnightly credit control reports
  • Dealing with bank, clients, and brokers queries in a timely and professional manner
  • Filing of all relevant documentation such as bank statements, remittance advices, and correspondence
  • General office duties such as answering the telephone, scanning, and filing
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


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