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Associate Partner – IBA & Credit Control
Augment Risk. Oversee the end-to-end hands-on management of Insurance Broking Accounts (IBA) .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive operational experience in Insurance Broking Accounts (IBA) with a strong focus on premium accounting, cash allocation, and reconciliations. Proven ability to manage credit control activities, improve cash collection performance, and ensure compliance with FCA CASS rules.
Highest-signal resume keywords
Insurance Broking Accounts (IBA)Premium AccountingCredit ControlCash AllocationReconciliations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Transactions ManagementCollections ManagementAccount ReconciliationDebt ManagementCash Flow Monitoring
Soft Skills
Analytical SkillsProblem-Solving SkillsAttention to DetailCommunication SkillsStakeholder Management
Tools & Technologies
Microsoft ExcelFinancial Systems
Industry Keywords
Reinsurance Broking MarketFCA CASS ComplianceFinancial ControlsOperational ExperienceProcess Improvements
About the role
Key responsibilities & impact- Oversee the end-to-end hands-on management of Insurance Broking Accounts (IBA)
- Liaise between Finance, broking and Client Solutions to ensure efficient processing of financial transactions
- Monitor and manage collections and ensure timely receipt of funds from clients and brokers
- Ensure prompt settlement of balances
- Allocate incoming cash accurately across multiple accounts and transactions
- Perform regular account reconciliations and resolve discrepancies
- Lead credit control activities and manage aged debt
- Improve cash collection performance
- Resolve accounting queries with brokers, finance teams and external counterparties
- Monitor cash flow across broking accounts and identify potential risks or delays
- Ensure compliance with FCA CASS rules, internal controls and company policies where applicable
- Produce management information and reports on aged debt, cash allocation, reconciliations and outstanding balances
- Support process improvements and drive efficiencies
Requirements
What you’ll need- Minimum of 8 years' hands-on, operational experience within Insurance Broking Accounts (IBA)
- Strong experience within the reinsurance broking market
- Excellent understanding of premium accounting, cash allocation and reconciliations
- Proven experience in credit control and debt management
- Strong understanding of broking accounting processes and financial controls
- Ability to work effectively between Finance and Operations teams
- Excellent analytical and problem-solving skills
- Strong attention to detail with high levels of accuracy
- Excellent communication and stakeholder management skills
- Proficient in Microsoft Excel and financial systems
Benefits
Comp & perks- Competitive compensation package including base salary
- Performance-related bonuses
- Equity participation; all employees are offered equity
- Work from anywhere approach
- Flexible work arrangements for globally distributed colleagues and clients
- Opportunity to work in a multi-disciplinary environment
- Flat organizational structure
- Ownership and accountability encouraged
- Employee benefits designed to support employees and their loved ones
- Inclusive environment and equal opportunity employment
- Professional support from skilled and talented colleagues