Hybrid Underwriting and Bureau Account Handler

Posted last month

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About the role

  • 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
  • Apprenticeships
  • Study support
  • Participation in our annual Spotlight Awards
  • Community Trust
  • Sports Teams, office socials, events

Job title

Underwriting and Bureau Account Handler

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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