IBA Account Handler - Fully Remote 12 Month FTC

Client IBA Account Handler - 12 month FTC

Client account management with responsibility for a portfolio of client IBA accounts.

You will manage a portfolio of client accounts across several brands within large brokers. Responsibilities include investigation and allocation of cash, credit control, payments (both claims and return premiums) and the production of accurate and timely MI to support performance on the ledger portfolio.

Key Role Accountabilities:

1. Ensure all debts are collected as soon as possible and all liabilities are settled within agreed credit terms
2. Ensure all cash received is matched as soon as possible
3. Ensure that all processes are being completed on a timely and accurate basis
4. Ensure accounting ledgers are maintained in an up to date and accurate manner.
5. To produce accurate and timely management information on both a regular and ad hoc basis
6. Regular liaison with other departments regarding outstanding queries, particularly cash queries
7. Ensure that all outstanding cash under query with the clients/underwriters is chased on a monthly basis
8. Prepare and despatch statements of accounts in accordance with account holders’ requirements and/or when requested by divisions
9. Maintain accurate, comprehensive and up to date records, accessible to all parties that require them
10. Monitor client money payments to intermediary placing brokers
11. Notify appropriate individuals of potential bad debts at earliest possible stage and enlist assistance where appropriate
12. Undertake other duties and ad hoc tasks and projects
13. Keep suitable records of all communications sent.
14. Build and manage relationships with key internal and external stakeholders to ensure the success of the project.
15. Ensure compliance with appropriate group policies and procedures.

Other responsibilities and activities as required.

Previous IBA experience is ESSENTIAL together with the ability to work remotely and be responsible and trustworthy.

You should be:

• Able to influence various stakeholders both internally and externally.
• IBA experience.
• MS Office skills.
• Good communication skills - written and verbal.
• Presentable.
• Determined and resilient.