IBA Insurance Broking Accounts Technician

JR United Kingdom; Wakefield; On-site; GBP 30,000 - 45,000; Full time

Job summary

Une entreprise de courtage d'assurance en pleine expansion recherche un IBA Technician pour rejoindre son équipe à Wakefield. Le candidat idéal aura au moins 2 ans d'expérience en gestion de fonds clients et contribuera à garantir des processus fluides au sein de l'équipe de finance et de traitement technique. Ce rôle crucial implique une attention particulière aux détails et nécessite une capacité à résoudre efficacement les problèmes liés aux paiements internationaux.

Qualifications

• Au moins 2 ans d'expérience dans le rôle d'IBA.
• Connaissances sur les règles d'argent client en assurance.
• Capacité à gérer son temps et à prioriser les tâches.

Responsibilities

• Gestion des reconcilitions bancaires et de l'administration des recettes.
• Traitement des paiements de primes, commissions et sinistres.
• Résolution des problèmes de crédits et liaison avec des bureaux internationaux.

Skills

Attention to detail

Good communication skills

Job description

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IBA Insurance Broking Accounts Technician, Wakefield

Client: Next Employment Ltd

Location: Wakefield, 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 hiring a new IBA Technician for our growing Insurance Brokers team. Due to expansion, an additional role has been created to support the activities of the Finance and Technical Processing team.

You will be involved in:

• Bank reconciliation and cash matching
• Income ledger administration, including posting to IBS
• Preparation and processing of premium, commission, and claims payments
• Bank reconciliations and knowledge of banking systems to enable premium, commission, and claims payments
• Accurate record keeping using our internal electronic data management system
• Monitoring credit risk, funding, unallocated cash, un-forwarded balances, and unrealized brokerage
• Production of intracompany reports and associated schedules
• Query resolution related to receipts of unexpected or unidentified funds
• Query resolution from clients and underwriters
• Liaison with international offices and providing IBA support
• Handling tasks on a multi-currency and multi-company ledger

Requirements:

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