Clinical Director / BCBA
ICBD Holdings
Underwriting and Bureau Account Handler
Ardonagh Specialty
full-time
Posted on:
Location Type: Hybrid
Location: London • 🇬🇧 United Kingdom
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage a portfolio of client IBA accounts within Ardonagh Specialty across all ASL brands
- Investigation and allocation of cash, credit control, payments (claims and return premiums)
- Production of accurate and timely MI to support performance on the ledger portfolio
- Ensure all debts are collected as soon as possible and all liabilities are settled within agreed credit terms
- Ensure all cash received is matched as soon as possible
- Ensure that all processes are being completed on a timely and accurate basis
- Ensure accounting ledgers are maintained in an up to date and accurate manner
- Produce accurate and timely management information on both a regular and ad hoc basis
- Regular liaison with other departments regarding outstanding queries, particularly cash queries
- Chase outstanding cash under query with clients/underwriters on a monthly basis
- Prepare and despatch statements of accounts in accordance with account holders’ requirements
- Maintain accurate, comprehensive and up to date records accessible to relevant parties
- Monitor client money payments to intermediary placing brokers
- Notify appropriate individuals of potential bad debts at earliest possible stage and enlist assistance where appropriate
- Undertake other duties, ad hoc tasks and projects and keep suitable records of all communications sent
- Build and manage relationships with key internal and external stakeholders
- Ensure compliance with appropriate group policies and procedures and work with the Client Money Manager to ensure compliance with the FCA CASS 5 Client Money Rules
- Ensure successful completion of training and assessment exercises as assigned from the Compliance and Training Departments
Requirements
- Previous IBA experience is required
- MS Office experience
- Global XB system knowledge preferable
- Able to influence various stakeholders both internally and externally
- Good communication skills – written and verbal
- Presentable
- Determined and resilient
Benefits
- Employer pension contribution of 10% (providing you, the Employee provides 5%)
- Good work life balance - flexibility to suit you
- Competitive salary
- Life Assurance at X4 of your base salary
- Group Income Protection
- Generous Annual Leave entitlement
- Private Medical Insurance
- Group annual bonus scheme
- Wellbeing programs
- Fantastic discounts across many big-name businesses including supermarkets, gym memberships, restaurants, and healthcare cash plans
- Apprenticeships
- Study support
- Participation in our annual Spotlight Awards
- Community Trust
- Sports Teams, office socials, events
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
IBA experiencecash allocationcredit controlmanagement information productionaccounting ledger maintenanceclient money monitoringbad debt notification
Soft skills
communication skillsrelationship managementinfluencedeterminationresilience
