IBA Account Handler

HAYS
London

Job Description

IBA Account Handler

Your new company An established and progressive insurance brokerage based in London, offering a hybrid working pattern (typically 2-3 days in the office). The business is recognised for its inclusive culture, strong focus on employee growth, and lively office environment. With an emphasis on flexibility, wellbeing, and long-term development, this is a place where you’re encouraged to shape your role and build a career across a wider group.
Your new role As an IBA Account Handler, you will oversee a portfolio of client accounts and manage all aspects of Insurance Broking Accounts (IBA) across multiple brands. Your responsibilities will include:

  • Investigating and allocating cash
  • Leading credit control activity and ensuring prompt debt collection
  • Processing payments for claims and return premiums
  • Producing accurate, timely MI reports
  • Working with internal teams and external partners to resolve queries
  • Preparing and issuing statements of account
  • ️ Ensuring adherence to FCA CASS 5 Client Money Rules
  • ️ Maintaining accurate ledgers and financial records
  • Identifying potential bad debts and escalating where required
  • Building strong working relationships to support financial performance
This is a detail-focused, client-centric role where your financial expertise and communication skills will be essential.
What you'll need to succeed
  • Previous experience in an IBA role
  • Strong MS Office capability
  • Knowledge of Global XB (advantageous)
  • Excellent written and verbal communication skills
  • Ability to influence stakeholders and resolve issues effectively
  • A proactive, resilient, and professional approach
What you'll get in return
  • Competitive salary
  • 10% employer pension contribution (with 5% employee input)
  • Generous annual leave allowance
  • Private medical insurance
  • Annual bonus scheme
  • Discounts at major retailers, gyms, restaurants, and more ️
  • Access to wellbeing initiatives and career development support
  • A vibrant, inclusive culture with regular social events and recognition programmes

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
#4736360
Posted 2026-05-25

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