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IBA Accounts Assistant - 6 month FTC (remote or Manchester based)

CharlotteRemoteFull-time

AI Summary

Handles insurance accounts assistant duties including IBA processing, cash management, bank reconciliations, insurer and bordereaux reconciliation, client money calculations, refunds, payment processing, and debt management.

About this role

Role can either be remote or Manchester based - 6 month FTC (Fixed Term Contract)

Responsibilities:

• Management of own workload effectively prioritising activity to achieve targets and quality standards as per agreed objectives

• Build & maintain effective and professional relationships with internal and external stakeholders

• Support and assist other members of the IBA team to achieve departmental objectives

• Fully investigate and resolve queries, including more complex queries, in a timely and accurate manner

• Comply and assist with the development of Group and departmental policies and procedures

• Identify and record breaches of policies and CASS 5 rules

• IBA Processing, Cash Management, Cash Allocation, Bank Reconciliations

Insurer & Bordereaux Reconciliation, Client Money Calculations, Client Refunds, Payment Processing, Debt Management

Skills and Experience:

• 2 + years of IBA experience within Insurance

• Good reconciliations and cash management knowledge

• Strong attention to detail and able to prioritise

Skills

Bank ReconciliationsBordereaux ReconciliationCash ManagementCASS 5 RulesClient Money CalculationsDebt ManagementIBA ProcessingInsurer ReconciliationPayment ProcessingPolicy Compliance

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