Manage a portfolio of client IBA accounts within Ardonagh Specialty across all ASL brands
Investigation and allocation of cash, credit control, payments (claims and return premiums)
Production of accurate and timely MI to support performance on the ledger portfolio
Ensure all debts are collected as soon as possible and all liabilities are settled within agreed credit terms
Ensure all cash received is matched as soon as possible
Ensure that all processes are being completed on a timely and accurate basis
Ensure accounting ledgers are maintained in an up to date and accurate manner
Produce accurate and timely management information on both a regular and ad hoc basis
Regular liaison with other departments regarding outstanding queries, particularly cash queries
Chase outstanding cash under query with clients/underwriters on a monthly basis
Prepare and despatch statements of accounts in accordance with account holders’ requirements
Maintain accurate, comprehensive and up to date records accessible to relevant parties
Monitor client money payments to intermediary placing brokers
Notify appropriate individuals of potential bad debts at earliest possible stage and enlist assistance where appropriate
Undertake other duties, ad hoc tasks and projects and keep suitable records of all communications sent
Build and manage relationships with key internal and external stakeholders
Ensure compliance with appropriate group policies and procedures and work with the Client Money Manager to ensure compliance with the FCA CASS 5 Client Money Rules
Ensure successful completion of training and assessment exercises as assigned from the Compliance and Training Departments
Requirements
Previous IBA experience is required
MS Office experience
Global XB system knowledge preferable
Able to influence various stakeholders both internally and externally
Good communication skills – written and verbal
Presentable
Determined and resilient
Benefits
Employer pension contribution of 10% (providing you, the Employee provides 5%)
Good work life balance - flexibility to suit you
Competitive salary
Life Assurance at X4 of your base salary
Group Income Protection
Generous Annual Leave entitlement
Private Medical Insurance
Group annual bonus scheme
Wellbeing programs
Fantastic discounts across many big-name businesses including supermarkets, gym memberships, restaurants, and healthcare cash plans
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