Staff
Acrisure · Manchester, United Kingdom · Hybrid
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Process IBA accounts including reconciliations cash allocation client refunds and debt management for insurance clients.
Worth knowing: Requires 2+ years of IBA experience in insurance
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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