Insurance Broking Accounts Technician

☞ Parker Shaw

View: 106

Update day: 01-06-2024

Location: Leeds Yorkshire and the Humber

Category: Insurance

Industry:

Job type: Full-time, Permanent

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Job content

Job description

We are currently recruiting for IBA technicians for a permanent role based in Leeds. Do you have experience in credit control and cash allocation, accounts payable OR account reconciliation? You wil have experience in insurance, accounting, or another financial services sector, as well as an understanding of end to end insurance process.

Responsibilities:

    Perform credit control

    Perform cash and payment reconciliation and system allocation

    Perform client and insurer statement reconciliation

    Premium and return premium collections – including providing reminders to Broker, Account Executive, Insured, and Insurers

    Follow up and query management for unmatched cash, uncollected debt, queries preventing settlement to Brokers, Insureds, Insurers and third parties etc.

    Make payments to Clients, Brokers, Insured’s, Insurers and third parties including approving payment per the agreed approval process (Bureaux and Non-Bureaux)

    Collect funded balances

    PPW and PPC payment ownership

    Ensure adherence to FCA client money rules

    Other tasks as required by the Team Manager or Senior Technician

Skills/Experience:

      1-4 years of experience in insurance, accounting, or another financial services sector

      Experience in one of these areas: credit control and cash allocation, accounts payable, account reconciliation

      Understanding of end to end insurance process

Nice to have:

      IBA experience

      Bureau (Xchanging)

      Cass 5 client money rules

      Experience in working with automated assisted processes

If you feel you have the skills and experience needed for this role please do apply now.


Job reference

PS13514

Job type

Full Time, Permanent

Job Location

Leeds, UK

Salary

up to £26000 / year

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Deadline: 16-07-2024

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