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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.
Senior IBA Technician
| Discipline: | Operations |
| Job type: | Permanent |
| Contact name: | Luca |
| Contact email: | luca@weareedenbrook.com |
| Job ref: | J5601 |
| Published: | 3 months ago |
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