Role Overview
Salary: £33,000 – £38,000 per annum
Hours: 37.5 per week
Location: Hybrid – Home working + 2 days per week in the Southend-on-Sea office
This role provides essential support to the IBA team, covering a range of reconciliation processes and the collection of premiums from customers. Responsibilities include premium reconciliation, monthly insurer statements, report production, and the provision of management information (MI) to key stakeholders across the business.
Key Responsibilities
*Take ownership of calculating and issuing monthly figures for specific schemes.
*Produce monthly premium reconciliations for assigned partners.
*Manage all IBA tasks relating to new insurance business areas.
*Provide cover for senior team members during periods of absence, particularly for month-end requirements.
*Manage and model databases effectively.
*Process daily downloads for payment platforms.
*Handle broker commission processing.
*Process collection files and customer refunds.
*Arrange payments to brands and insurers.
*Participate in internal project meetings.
*Prepare internal and external reports.
*Support month-end reporting activities.
*Manage internal and external queries.
*Carry out any additional ad-hoc duties as required.
Skills and Experience
Required
*Previous IBA (Insurance Broker & Agents) experience is essential.
*Advanced Excel skills.
*Strong background in database management, data modelling, and familiarity with data warehouse tools and technologies.
*Highly detail-oriented with excellent problem-solving skills.
*Able to work independently or as part of a team.
*Strong accuracy and attention to detail.
*Excellent understanding of financial transactions.
*Experience working with high-volume reconciliations.
*Ability to maintain confidentiality when handling customer data.
*Strong verbal and written communication skills.
*Strong interpersonal and personal development skills.
*Proactive, self-motivated, and comfortable reviewing and improving processes.
*Highly organised, disciplined, and able to meet deadlines.
Beneficial
*Extensive knowledge of IBA systems and processes.
*Experience with systems such as Sirius, ICE, Sage Pay, PTX, Premium Credit Limited, Magenta, and Pay360.
*Knowledge of customer payment processes.
Qualifications
*Minimum of 5 GCSEs (grade 4–9 / A–C*) including Maths and English.
*BTEC, A Levels, or equivalent.
*AAT part-qualified or fully qualified (preferred but not essential).
To be considered, please apply today!