Insurance Broking Accounts Technician

Edenbrook; Bristol; On-site; GBP 30,000 - 40,000; Full time

Job summary

A market-leading insurance broker in Bristol is seeking an experienced Insurance Broking Accounts Technician to manage a portfolio of client IBA accounts. Responsibilities include producing and reviewing account statements, chasing outstanding debts, and resolving discrepancies. The ideal candidate will have at least 2 years of recent experience in a wholesale broker environment with a strong understanding of client IBA processes. This role offers a permanent position with opportunities to grow professionally.

Qualifications

• At least 2 years’ experience managing client IBA accounts in a wholesale broker environment.
• Proven knowledge of client IBA processes including statements and debt chasing.
• Clear understanding of IBA versus Finance functions.

Responsibilities

• Manage a portfolio of client IBA accounts within a wholesale broker environment.
• Produce and review client account statements for accuracy.
• Investigate unmatched cash and funding discrepancies.
• Liaise with premium processing teams for resolutions.

Skills

Client IBA accounts management

Debt chasing

Account reconciliation

Credit control

Job description

We are currently partnering with a Market‑Leading Insurance Broker to recruit a Insurance Broking Accounts Technician on a permanent basis.

Key Responsibilities

• Manage a portfolio of client IBA accounts within a wholesale broker environment.
• Produce and review client account statements to ensure accuracy and completeness.
• Actively chase outstanding debt and manage credit control activities.
• Investigate and resolve unmatched cash and funding discrepancies.
• Resolve aged queries and complex account reconciliations.
• Liaise closely with premium processing teams to resolve posting and allocation issues.
• Work collaboratively with front‑end business units to resolve account and payment queries.
• Maintain strong end‑to‑end ownership of client IBA account processes and controls.

The ideal candidate should have

• At least 2 years’ recent experience managing client IBA accounts within a wholesale broker environment.
• Proven end‑to‑end knowledge of client IBA processes, including statements, debt chasing, unmatched cash and aged query resolution.
• Clear understanding of the distinction between IBA and Finance functions, with experience focused on client IBA rather than cashiering or insurer IBA work.