IBA Account Technician

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 you’re 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