IBA Insurance Broking Accounts Technician

JR United Kingdom; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

Une entreprise spécialisée dans l'assurance recherche un IBA Technician pour soutenir son équipe en pleine expansion. Le postuler implique des tâches variées telles que la réconciliation bancaire, l'administration financière et la résolution de problèmes liés aux fonds, garantissant ainsi une gestion précise des finances dans un environnement multi-devises.

Qualifications

• Au moins 2 ans d'expérience dans un rôle IBA.
• Connaissance des règles de l'argent des clients et des principes juridiques en assurance.

Responsibilities

• Réconciliation bancaire et correspondance des espèces.
• Administration du registre des revenus, y compris la publication sur IBS.
• Préparation et traitement des paiements de primes, de commissions et de réclamations.

Skills

Attention to detail

Good communication skills

Problem understanding and solution proposing

Time management

Job description

Social network you want to login/join with:

IBA Insurance Broking Accounts Technician, Leeds, West Yorkshire

Client:

Next Employment Ltd

Location:

Leeds, West Yorkshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

We are seeking a new IBA Technician to join our growing Insurance Brokers team.

Due to expansion, a new role has been created for an IBA Technician to support the activities of the Finance and Technical Processing team. Your responsibilities will include:

1. Bank reconciliation and cash matching
2. Income ledger administration, including posting to IBS
3. Preparation and processing of premium, commission, and claims payments
4. Bank reconciliations and knowledge of banking systems to facilitate payments
5. Accurate record keeping using our internal electronic data management system
6. Monitoring credit risk, funding, unallocated cash, un-forwarded balances, and unrealised brokerage
7. Production of intracompany reports and associated schedules
8. Query resolution regarding unexpected or unidentified funds
9. Query resolution from clients and underwriters
10. Liaison with international offices and providing IBA support
11. Handling tasks on a multi-currency and multi-company ledger

Requirements include:

• At least 2 years of experience in an IBA role
• Working knowledge of client money rules and legal principles in insurance
• Attention to detail and accuracy
• Good communication skills, with the ability to understand problems and propose solutions
• Ability to manage time, prioritize, and meet deadlines without compromising quality