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

Posted 3 Days Ago
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Hiring Remotely in Manchester, Greater Manchester, England, GBR
In-Office or Remote
Junior
Fintech • Software • Financial Services
The Role
Manage IBA account tasks including cash allocation, reconciliations, refunds, payment processing and client money calculations. Investigate and resolve queries, record CASS 5 breaches, support team objectives, and maintain stakeholder relationships while meeting quality targets.
Summary Generated by Built In

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

Skills Required

  • 2+ years of IBA experience within insurance
  • Good reconciliations and cash management knowledge
  • Strong attention to detail and ability to prioritise workload
  • IBA processing experience
  • Cash allocation experience
  • Bank reconciliations experience
  • Insurer and bordereaux reconciliation experience
  • Client money calculations experience
  • Client refunds and payment processing experience
  • Debt management experience
  • Knowledge of CASS 5 rules and ability to identify breaches
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The Company
HQ: Grand Rapids, Michigan
3,983 Employees

What We Do

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital. Discover more at www.Acrisure.com.

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