IBA Client Account Handler

Overview

Job Title: IBA Client Account HandlerLocation: London/Hybrid (Typically 2/3 days in the office)Type: Full time – PermanentJoin Ardonagh Specialty to be part of a team that values diversity, supports skill development, and offers flexible working arrangements within a dynamic group.

What We Can OfferInclusive culture with apprenticeships, study support, and opportunities across the Ardonagh Group

Wellbeing programs and discounts across major brands (supermarkets, gyms, restaurants, healthcare)

Fixed benefits: employer pension contribution 10% (employee 5%), life assurance at 4x base salary, group income protection, generous annual leave, private medical insurance, group annual bonus scheme

Purpose of the Role

Manage a portfolio of client accounts within Ardonagh Specialty across ASL brands. Responsibilities include investigation and allocation of cash, credit control, payments (claims and return premiums), and producing accurate and timely management information to support ledger performance.

Key ResponsibilitiesEnsure all debts are collected promptly and liabilities are settled within agreed credit terms

Match cash received promptly

Complete processes in a timely and accurate manner

Maintain ledgers up to date and accurate

Produce accurate and timely management information on a regular and ad hoc basis

Liaise with other departments on outstanding queries, especially cash queries

Chase outstanding cash under query with clients/underwriters monthly

Prepare and despatch statements of accounts as required

Maintain comprehensive, up-to-date records accessible to required parties

Monitor client money payments to intermediary placing brokers

Notify potential bad debts early and enlist assistance as appropriate

Undertake other duties, ad hoc tasks and projects

Keep records of all communications

Build and manage relationships with internal and external stakeholders

Ensure compliance with group policies and FCA CASS 5 Client Money Rules

Complete training and assessments as required by Compliance and Training

Qualifications and ExperiencePrevious IBA experience required; MS Office experience essential

Global XB system knowledge preferable

Person SpecificationAbility to influence stakeholders internally and externally

IBA experience

MS Office skills

Good written and verbal communication

Presentable and resilient

Thinking About Fit

We welcome applicants even if you don’t meet every requirement. We are committed to a diverse, inclusive workplace and will consider reasonable adjustments during the recruitment process.

Interview ProcessSubmit application with CV highlighting relevant skills

Talent Acquisition will arrange a call to discuss the role and goals

1-hour interviews with Hiring Manager and team (via Teams or in person); second-stage interviews may be invited

Offer or feedback promptly after the process

Seniority level

Entry level

Employment type

Full-time

Job function

Other, Information Technology, and ManagementIndustries: ..... full job details .....