Description:
You will be responsible for analysis and recording of various credit control transactions, cash collection and monitoring. You will be responsible for your own portfolio of brokers which includes sending statements, liaising with brokers and their finance departments, preparing and generating various reports with a strong focus on accuracy, timeliness, customer service and the ability to work in a fast-paced environment.
Role Accountabilities
- Prepare and issue monthly broker statements of accounts.
- Allocate funds received for premiums and claims and request closings and slips from Brokers.
- Pursue debtors frequently by telephone, email, Teams meetings to secure payment.
- Identify and escalate NOC from aged debt.
- Build strong relationships with internal and external stakeholders to progress the collection process.
- Be responsible for engaging and chairing regular meetings with each business unit to address any credit control issues and escalations.
- Provide oversight to existing processes, challenging any redundant requirements as the model evolves and ensure we deliver continuous improvements.
- Analyse and identify inconsistencies and record errors in booked premium, liaise with the technical and claims team to correct booked entries.
- Resolution of unallocated cash, provide constructive feedback on issues which have resulted in misposting to unallocated cash.
- Monitor and manage the shared Accounts Inbox
- Any additional duties as assigned.
Role Requirements
- Credit Control background (essential)
- Experience in the reconciliation process (essential)
- Skills and Abilities (3 – 6 bullet points highlighting soft skills and technical abilities that are essential or preferred for this role. E.g. strong communication skills, proficient with Excel)
- Excellent Microsoft Excel Skills
- Analytical problem-solving approach, ability to identify and analyse problems, creating and implementing solutions, decision-making skills.
- Knowledge and experience with Sequel eclipse is a positive but not essential.
- Excellent communication and interpersonal skills and conversing with external clients.
- Proactive and a team player, time management skills and meeting deadlines.
- Ability to multitask and meet SLAs.
- A high level of computer literacy and proficient user of Microsoft Excel.
- To be able to work within a team and to be pro-active.
- Outcome focused and sound decision-making.