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Acrisure

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

Posted 2 months ago
2-5 years experience
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AI Summary

Manage IBA processing, cash management, and bank reconciliations while ensuring compliance with CASS 5 rules. Resolve complex queries and maintain professional relationships with internal and external stakeholders.

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

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