Insurance Broker Accounts Technician

Insurance Broker Accounts Technician – Middlesex
• Location: Middlesex (Flexible working: Office-based, Hybrid, or Remote post-training with occasional office visits)
• Salary: Up to £45,000 base salary (dependent on experience) + Flexible Benefits package
• Role Type: Full-time, Permanent
• Key Requirements: 5+ years Insurance Broker Accounts experience & Acturis proficiency is essential
About the Role
Are you an experienced Insurance Accounts Technician looking for flexibility, competitive compensation, and a supportive team environment?
An established and growing insurance brokerage based in Middlesex is seeking a skilled professional to manage their client and insurer accounting functions. This role offers great autonomy, allowing you to work in the office, hybrid, or largely remote (following an initial onboarding period) with occasional visits to the Middlesex office.
Key Responsibilities
• IBA Accounting: Managing the Insurer and Client Ledger processes accurately and efficiently.
• Reconciliations: Performing daily bank reconciliations, insurer statement reconciliations, and resolving unallocated cash or discrepancies.
• System Management: Utilising Acturis daily to process payments, credit control, bordereaux, and premium calculations.
• Credit Control: Monitoring outstanding balances, chasing client debt, and maintaining low bad-debt levels.
• Insurer Relations: Processing insurer settlements and maintaining strong working relationships with insurer accounts teams.
• Reporting: Assisting the Finance Manager with month-end reports, IBA audit preparation, and compliance checks.
Requirements & Skills
Requirement Details
Brokerage Experience 5+ years in a similar Insurance Broker Accounts (IBA) role (Essential).
Software Skills Deep operational knowledge of Acturis software (Essential).
Technical Knowledge Comprehensive understanding of FCA regulations regarding client money (CASS 5).
Communication Strong verbal and written communication skills to liaise with underwriters, clients, and internal teams.
Location / Travel Able to commute to the Middlesex office for initial training and ongoing occasional team meetings.
What’s on Offer?
• Base Salary: Up to £45,000 (DOE).
• Flexible Working Model: Choose between Office-based, Hybrid, or Remote working post-training.
• Comprehensive Benefits: Tailored flex benefits package including healthcare options, enhanced pension, and generous holiday allowance.
• Career Growth: Join an established, supportive business that values work-life balance and internal development.
How to Apply
If you meet the requirements and are ready for your next career move, apply today with your updated CV or contact David Helliwell at Cameron James Professional Recruitment for a confidential discussion