Perceptive Underwriting

IBA Technician (Maternity Cover)

PositionIBA Technician (Maternity Cover)


Reporting toCredit Control Team Leader

Job Summary

Working with the Credit Control Team Leader this role will be responsible for the preparation and reconciliation of all Premium Bank Accounts and Bordereaux. This role has accountability for ensuring information is accurate and produced in a timely and efficient manner.

Principal Duties/Responsibilities

  • Responsible for the collection and management of outstanding debt as per agreed procedures;
  • Responsible for balancing cashbooks for Premium Bank Accounts;
  • Render any statements in a timely fashion;
  • To allocate receipts and payments posted, investigate differences and liaise with the Technical team and Brokers;
  • Ensure payment requests are prepared accurately and efficiently;
  • Review bank reconciliations on a daily basis and deal with queries;
  • Maintain and monitor the Insurers log on a regular basis;
  • Production of month end Bordereau for review and submission to carriers;
  • To work closely with the Technical divisions to perform Credit Control functions;
  • To ensure outstanding accounts are chased where necessary by email and telephone for UK and overseas clients in line with Company procedures;
  • Responsible for the management and reporting of aged creditors and unallocated cash;
  • Preparation of the Monthly Premium Paid Bordereaux;
  • Agreement and settlement of the Bordereaux; including investigating queries and amendments with the Technical teams;
  • To provide other general finance support as and when required;
  • Ensure that Nexus Brand and code of conduct is adhered to at all times both within the workplace or at other external events;
  • Adhere to Nexus policies;
  • Refer any matter beyond the level of an individual’s experience or authority to their line manager;
  • Complete a minimum of 15 hours of continuous professional development annually.

Required Qualifications, Skills, Knowledge, Experience


  • Ideally educated to A’Level standard or equivalent, with a minimum 2 A’Levels in Maths or a similar field


  • Experience of using all Microsoft Office packages
  • Ideally will have advanced knowledge of Excel, including ability to use and create VLOOKUPs and Pivot Tables
  • Independent and timely decision making
  • Able to organise self, plan workload and meet deadlines
  • Approachable and able to interact with different levels of people and management


  • Knowledge of the Financial Services sector
  • Ideally experience of working in MGA or similar environment
  • Proven track record in an IBA or similar role

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To apply for this position please Contact: Helen Saar

Contact Email:

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