IBA Accounts Technician

Cameron James; England; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Flexible working model

Healthcare options

Enhanced pension

Generous holiday allowance

Job summary

Cameron James is recruiting an Insurance Broker Accounts Technician in Middlesex. This role offers a flexible working model (office-based, hybrid, or remote post-training) with occasional office visits and a base salary up to £45,000 depending on experience.

You will manage client and insurer ledgers, reconciliations, and Acturis-driven processes. The ideal candidate has 5+ years in Insurance Broker Accounts and solid FCA/CASS 5 knowledge, with strong communication skills and a readiness to work

Qualifications

• 5+ years in Insurance Broker Accounts role (Essential).
• Deep knowledge of FCA regulations regarding client money (CASS 5).
• Strong verbal and written communication skills.

Responsibilities

• Manage Insurer and Client Ledger processes accurately and efficiently.
• Perform daily bank and insurer statement reconciliations; resolve unallocated cash/discrepancies.
• Process payments, credit control, bordereaux, and premium calculations using Acturis.
• Monitor outstanding balances; chase client debt and maintain low bad-debt levels.
• Process insurer settlements and maintain relationships with insurer accounts teams.
• Support Finance Manager with month-end reports, IBA audit prep and compliance checks.

Skills

Broker accounts experience

Acturis proficiency

Tools

Acturis

Job description

Insurance Broker Accounts Technician - Middlesex

• Location: Middlesex (Flexible working: Office-based, Hybrid, or Remote post-training with occasional office visits)
• Salary: Up to £45,000 base salary (dependent on experience) + Flexible Benefits package
• Role Type: Full-time, Permanent
• Key Requirements: 5+ years Insurance Broker Accounts experience & Acturis proficiency is essential

About the Role

Are you an experienced Insurance Accounts Technician looking for flexibility, competitive compensation, and a supportive team environment?

An established and growing insurance brokerage based in Middlesex is seeking a skilled professional to manage their client and insurer accounting functions. This role offers great autonomy, allowing you to work in the office, hybrid, or largely remote (following an initial onboarding period) with occasional visits to the Middlesex office.

Key Responsibilities

• IBA Accounting: Managing the Insurer and Client Ledger processes accurately and efficiently.
• Reconciliations: Performing daily bank reconciliations, insurer statement reconciliations, and resolving unallocated cash or discrepancies.
• System Management: Utilising Acturis daily to process payments, credit control, bordereaux, and premium calculations.
• Credit Control: Monitoring outstanding balances, chasing client debt, and maintaining low bad-debt levels.
• Insurer Relations: Processing insurer settlements and maintaining strong working relationships with insurer accounts teams.
• Reporting: Assisting the Finance Manager with month-end reports, IBA audit preparation, and compliance checks.

Requirements & Skills

Requirement

Details

Brokerage Experience

5+ years in a similar Insurance Broker Accounts (IBA) role (Essential).

Software Skills

Deep operational knowledge of Acturis software (Essential).

Technical Knowledge

Comprehensive understanding of FCA regulations regarding client money (CASS 5).

Communication

Strong verbal and written communication skills to liaise with underwriters, clients, and internal teams.

Location / Travel

Able to commute to the Middlesex office for initial training and ongoing occasional team meetings.

What's on Offer?

• Base Salary: Up to £45,000 (DOE).
• Flexible Working Model: Choose between Office-based, Hybrid, or Remote working post-training.
• Comprehensive Benefits: Tailored flex benefits package including healthcare options, enhanced pension, and generous holiday allowance.
• Career Growth: Join an established, supportive business that values work-life balance and internal development.