IBA Account Technician
New Yesterday
Employment Type: Permanent / Full-time
Salary: £45k _ bonus
Start Date: ASAP
We are seeking three experienced IBA Technicians to join our growing team. This is a critical hire, and we are looking for individuals who can hit the ground running with deep, hands-on experience in client IBA within a wholesale broking environment .
If youre confident working across complex client accounts and want to join a business that values accuracy, ownership, and true IBA expertise, we want to hear from you.
About the Role As a Senior IBA Technician, you will be responsible for the end-to-end management of client IBA accounts , ensuring accuracy, compliance, and timely resolution of outstanding items. You will work closely with premium processing teams, internal stakeholders, and front-end business units to maintain clean ledgers and support strong client relationships.
This role is ideal for someone who is experienced, proactive, detail-oriented, and comfortable taking ownership without requiring extensive training.
Key Responsibilities Managing a range of client IBA accounts within a wholesale broker environment
Completing end-to-end IBA processes , including:
Running client and broker statements
Chasing debt and managing overdue balances
Handling funding, unmatched cash, and cash allocation queries
Investigating and resolving aged debt/issues
Working closely with premium processing teams
Collaborating with underwriting and front-end business units
Ensuring ledgers are accurate, compliant, and well-maintained
Taking full ownership of your allocated accounts and resolving issues proactively
Essential Experience & Requirements To be considered for this role, candidates must have:
Minimum 3 years experience working within a wholesale broker IBA department
Demonstrable client-side IBA experience not finance/cashiering
Strong understanding of:
Client account handling
Debt chasing
Unmatched cash resolution
Funding processes
IBA ledger reconciliation
Ability to work independently with minimal onboarding or development support
Excellent communication and stakeholder management skills
Important Clarifications (What This Role Is NOT) To avoid confusion, please note:
This is not a Finance or Cashiering role
Banking, posting cash/payments, client money calculations, audits, trial balance work, or premium finance = not part of this job
We cannot consider candidates whose IBA experience is finance-based rather than client-side ledger work
Insurer IBA account handlers (typically high payment generation, low debt chasing) are not aligned with the responsibilities of this role
We require genuine client IBA specialists from a wholesale broking background.
Ideal Candidate Profile You will thrive in this role if you are:
A self-starter with strong ownership of your ledger
Confident working under minimal supervision
Detail-oriented with strong reconciliation skills
Proactive in chasing debt and resolving outstanding client queries
Experienced in the workflows and expectations of a wholesale broker environment
What We Offer
A supportive, collaborative working environment
Opportunity to join a growing and respected business
Competitive salary and benefits
TPBN1_UKTJ
- Location:
- Sheffield
- Salary:
- £45,000
- Job Type:
- FullTime
- Category:
- Accountancy;Insurance
