Insurance Broking Accounts Technician
4 days ago
Bolton
IBA Account Handler - 6 Month FTC Do you have solid Insurance Broker Account experience and strong ledger management skills? Comfortable managing client money, credit control, and producing MI in a structured team? We are looking for a technically strong IBA Account Handler to manage client accounts, allocate cash, chase debt, and ensure ledger accuracy, working autonomously and under established FCA CASS 5 guidelines. What you will do as an IBA Account Handler: • Manage a portfolio of IBA client accounts, • Perform credit control and debt collection within agreed terms, • Allocate cash and investigate unmatched items, • Process payments, including claims and return premiums, • Produce accurate MI on ledger performance What You’ll Need: • Previous IBA experience, comfortable working across ledgers with minimal supervision, • Strong knowledge of FCA CASS 5 rules, • Confident chasing debt and resolving queries, • Strong attention to detail and organisational skills, • Experience using the Websure system What’s on offer / Additional Information: • Competitive salary + annual bonus scheme, • 10% employer pension (5% employee contribution), • Private Medical Insurance & 4x Life Assurance, • Flexible hybrid working policy, • Exposure to a structured, well-run team with clear processes The role is a 6-month fixed-term contract, full-time, based in Bolton with hybrid working (2–3 days in the office), offering a competitive salary, 10% employer pension, bonus, and private medical insurance. To have your CV reviewed for this role within 24 hours, apply today!