IBA Accounts Assistant / Credit Controller

Our client, a specialist Lloyd's insurance broker based in the heart of the City, close to Fenchurch Street, is looking to appoint an IBA Accounts Assistant / Credit Controller to support the day-to-day operations of its finance team. This role will focus on maintaining accurate financial records and ensuring the timely collection of insurance premiums, while working closely with an established and supportive finance function. The successful candidate will take ownership of a designated portfolio of accounts, making it an excellent opportunity for someone with insurance accounts or credit control experience to join a growing business that continues to invest in its finance team, with the potential to offer long-term career progression. Key responsibilities

• Monitor and manage the aged debt report, including the issuing of client credits Proactively chase overdue payments by telephone and email Resolve client payment queries and disputes efficiently and professionally Liaise
with account handlers and brokers to support premium collection
• Issue regular client statements and payment reminders Ensure insurer statements are settled in a timely manner Reconcile bank transactions Maintain and update client and insurer accounts Support the Management Accountant with month-end duties Provide ad hoc support to the wider finance team and business as required Requirements Previous experience in credit control, ideally within insurance or financial services Knowledge of FCA regulations and premium handling would be advantageous Strong attention to detail with excellent numeracy skills Clear written and verbal communication skills A confident and professional telephone manner Ability to work independently and manage workload effectively A proactive approach and strong problem-solving mindset Exposure to Global XB would be advantageous Benefits: 25 days' annual leave Additional 1 day of holiday for each year of service
(up to 30 days)
• Discretionary annual bonus Pension scheme Private medical insurance Life assurance Sociable and collaborative team environment Complimentary snacks and refreshments in the office