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IBA Account Handler

IBA Account Handler

Posted 26 May by John Williams Recruitment
Easy Apply Ended

Our client being a Lloyd's Broker based in London are expanding and now looking for an experienced IBA Account Handler. The role will be working in an IBA Accounts Client team sending client statements for premiums due and allocating funds received against Premium transactions processed.

Will be collating information, reporting on Funding, Brokerage, bad debt and Unallocated cash. Answering client and internal queries regarding Premium, Commission and Tax differences. Allocation of cash and Premiums. Dealing with Client / Underwriter queries, Settle payable funds to Underwriters, Send statements to clients chasing for due / overdue premium.

Clear Cash book queries, Resolving issues of Funding and Bad debt, Unallocated cash, and Brokerage, Collating information from reports to work on problem issues such as Funding and bad debt.

This is a small, independent but growing brokerage with niche products, looking to expand.

Required skills

  • Accounts Assistant
  • Broker
  • Insurance
  • Reports
  • Tax

Reference: 42204027

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