Job Description

1. Perform reconciliation and process activities across one or more of the following disciplines:
   • Cash posting & allocation,
   • Bank Reconciliation
   • Client & Insurer Payments,
   • Bordereaux
2. Management of own workload to ensure work is being completed to the agreed Service Levels (SLAs) and quality standards
3. Communicate and build relations with other IBA departments and internal Brokers & businesses to investigate and resolve any queried transactions to avoid further delays
4. Proactive involvement and support in continuous improvement and lean initiatives
5. Support audit requests for information and process walk-through exercises
6. Willingness and ability to apply existing skills to other ad-hoc tasks, as required by management
7. Ensure successful completion of training and assessment exercises as assigned from the Compliance and Training Department
8. Fulfil your responsibilities in line with agreed processes to achieve agreed objectives, and in doing so, ensure compliance with the client and insurer money rules within the Handbook, identifying and recording any breaches of rules

Required Knowledge, Skills, and Abilities

• Good understanding of IBA Operations concepts and processes
• Good understanding of Sales-to-Insurer Paid (IBA operations) regulatory requirements including Client Money
• Familiar with business change methods and practices (project lifecycles)
• Education - GCSE Math & English Grade C or above (or equivalent)
• Skills - Microsoft Excel skills to advanced level
• Experience - Previous financial services experience in an insurance broking environment preferable. Experience in working with automated assisted processes