IBA Fiduciary Technician

About the role

A client in Marsh's Client Support Services department is looking for an IBA Fiduciary Technician for its Fiduciary Team supporting the Binders Department. The role is fixed term until 30 July 2027 and works on a hybrid basis: two days at home and three days in the Witham office.

Key responsibilities

• Secure agreement and settlement of balances with clients or markets, handling and allocating payments and receipts for your own clients, including unique lines of business, programme structures and reinsurance reporting requirements.
• Take responsibility for your own workload, defining cases and issues where necessary, and work with a high degree of autonomy, escalating to senior colleagues when needed.
• Partner with Operations Specialists on root cause analysis and on improving processes, protocols and behaviours.
• Use knowledge of premium and loss transaction processing and cash follow-up, and of fund application and disbursement.
• Liaise with Client Service Support and Guy Carpenter colleagues for a coordinated approach.
• Maintain working papers supporting investigations and conclusions presented to senior management, such as reserve utilisation, credit write-back policies and complex accounts.
• Support wider client service activities, including quarterly reviews of potential financial exposures and key performance targets.
• Handle transactional processing, follow-up and reinsurance recoveries, and enter client activity accurately and on time.

Required profile

• Knowledge of accounts and settlement.
• Track record of successful client account management, relationship management and engagement.
• Ability to manage workload and the expectations of clients and stakeholders.
• Data management and analytical skills.
• Strong client focus and problem-solving ability to resolve payment queries.

What stands out

• Experience of insurance or reinsurance accounting and settlement.
• Knowledge of bureau markets and exposure to working with currencies.
• Having mentored or trained colleagues.

What we offer

• Professional development opportunities and interesting work.
• A supportive, inclusive culture and a range of career opportunities.