Insurance Broking Accounts Technician
Job in
Bolton, Greater Manchester, NE66, England, UK
Listed on 2026-03-10
Listing for:
Indesure Recruitment
Contract
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Financial Analyst, Insurance Sales -
Insurance
Risk Manager/Analyst, Financial Analyst, Property Insurance, Insurance Sales
Job Description & How to Apply Below
💰 Competitive salary + 10% pension + bonus + PMI
Are you currently working in an IBA or client money role?
Comfortable managing your own ledger, chasing debt, allocating cash and producing MI?
I’m working with a well-known London Market business who are looking for an experienced IBA Account Handler to join on a 6-month FTC.
This is a solid opportunity to join a structured, well-run team with strong systems and clear processes.
🔎 What you’ll be doing :- Managing a portfolio of IBA client accounts
- Credit control & debt collection within agreed terms
- Cash allocation & investigation of unmatched items
- Processing payments (claims & return premiums)
- Producing accurate MI on ledger performance
- Monitoring client money payments
- Working in line with FCA CASS 5 rules
- Liaising with underwriters, brokers & internal teams
You’ll need previous IBA experience and be comfortable working across ledgers with minimal supervision.
Websure knowledge would be a bonus.
🎯 What’s on offer:- 10% employer pension (5% employee contribution)
- Private Medical Insurance
- 4x Life Assurance
- Group Income Protection
- Generous annual leave
- Flexible hybrid working
- Access to discounts, wellbeing programmes & group benefits
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