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Portfolio Credit Control are currently partnered with a well-established business within the insurance sector who are currently looking to strengthen the team with an experienced a credit controller on a 3 month FTC contract. This is a fantastic opportunity to work with an ever-growing business who truly support and develop their employees.

Main Responsibilities:

Producing and rendering premium and contra debt statements for the Clubs respective brokers and members.
Chasing debts by email and/or telephone and recording progress for tracking purposes until balances received and cleared or if escalation required to the u/w team
Working closely with the Underwriting Teams to resolve unpaid premiums from the members and to discuss potential NoCs requirements where necessary.
Investigation of received remittances from Brokers and Members in order to identify relevant correct premiums to be applied with the payment.
Clearing the cash receipts on the AS400 accounting system
Manage the daily internal transfers of cash receipts between Eclipse (in run-off) and the AS400
Liaising with the Underwriters/technicians to resolve issues surrounding outstanding cashes and accounting issues (premium calculations difference, etc.) in order to reduce the Clubs unallocated cash and aged debt positions
Maintaining the unallocated cash items so there are few or no items over 30 days old
Make regular payments of return premiums, brokerage, continuity credits, or any credit refunds required.
Set up new payee bank details with AS400 for outbound settlements
Verbally verifying those bank details where required
Identifying, querying and clearing potential offsets to keep the accounts clear
Dealing with both Internal/External queries in a timely manner.
Managing the daily cash receipts within the team on a weekly rotation, ensuring the information is added to the cash tracker efficiently and accurately.
Assisting the team members for coverage of tasks during holidays and other absences
Providing regular updates to the Operations Manager surrounding the designated portfolio of accounts being managed.
Review of processes and procedures to see what tasks could possible automated for more efficiency and streamlining
Ad hoc tasks delegated by the Operation Manager support the team's progress.
Completing assigned training course for their continual personal and business development and growth.

Qualifications and Experience:

A degree in finance, business administration, or a related field is preferred.
Previous experience in claims processing, credit control, or a similar role is advantageous.
Familiarity with financial systems and software, such as Eclipse and AS400, is desirable.

Skills and Competencies:

Strong analytical skills with attention to detail and accuracy.
Excellent communication skills, both written and verbal, for effective interaction with internal and external stakeholders.
Proficiency in Microsoft Office Suite, particularly Excel, for financial reporting and data analysis.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Problem-solving skills to address and resolve issues promptly.

Personal Attributes:

Highly organized and able to maintain meticulous records.
Proactive and self-motivated with a willingness to learn and develop.
Team player with a collaborative approach to work.
Professional and courteous demeaner, with a strong sense of integrity and confidentiality.50543AO

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