Posted by Tamsin Wheatcroft Recruitment • £30K/yr to £40K/yr
Overall objective
To manage a book of business of existing clients and develop a pipeline of new business, whilst continually looking for opportunities for cross-selling and up-selling relevant products in relation to commercial and personal insurances, whilst ensuring full FCA compliance.
General
To generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements.
Finitas are delighted to be exclusively partnering with a growing Lloyd's brokerage company in their search for a Head of IBA (Insurance Business Accounting) - this is a newly created role due to good company growth!
Head of IBA Lloyd's Broker Hybrid/London £1XX,000 (doe)
You will be managing a team of 15 people and ensuring that they are providing effective Fiduciary Accounting services to the business.
As the CASS Accountant, you will be responsible for providing support to the IBA Controls & MI Manager ensuring the IBA control environment complies with FCA CASS regulation and the delivery of timely and insightful MI to the IBA team and related stakeholders.
The successful candidate will act as the liaison between the IBA and Management Accounting Teams ensuring that accounting issues are resolved effectively and efficiently.
You will be responsible for the day-to-day activities of the IBA Controls Team and have a clear understanding of unidentified cash amounts, log CASS breaches, and work closely with the other internal IBA teams to increase efficiency by identifying and implementing process improvements.
As the IBA Operations Deputy Head - Retail, you will be responsible for managing the Retail IBA Operations Team delivering exceptional service to our business and stakeholders while ensuring the IBA control environment complies with FCA CASS regulation.
You will be responsible for the performance of the team and will have a clear understanding of debtors, creditors, unallocated cash, uncollected brokerage and funded amounts, working closely with the other internal and external parties to increase efficiency by identifying and implementing process improvements.
Responsibilities
Provide support to the IBA Operations Head Retail and other Senior Managers within the IBA Team to ensure departmental objectives are achieved.
Due to continued growth, we are looking for an experienced Account Handler to become a vital part of our Liverpool team who are dedicated to providing professional advice and exceptional service to all clients.
What We Can Offer You
A salary between £30,000 - £32,000 depending on experience.
General
Extensive training on our specific systems and processes will be given, but the ideal candidate will have 3-5 years of experience in an Account Handler role.
This Broker is now looking for a new Commercial Account Executive to join them in their office on the outskirts of Whyteleafe, to handle an existing book of business (construction led) working on bigger ticket business with a view to retaining this and growing the book.
We are currently recruiting for a well-known local broker who are part of a larger group, that has shown some amazing organic growth over the last couple of years and as such offers a great place to work for those of you looking for a business who reward hard work and success with genuine career progression.