Job Description

  • Job Reference:971214BRR2_1697639536

  • Job Type: Permanent

  • Job Industry: Business Services

  • Contact Name: Brandon Robinson

  • Job Location: Greater-manchester

  • Job Title: Credit Controller

  • Job Salary: £25,000 - £30,000 Per Annum

Job Start Date: ASAP

Portfolio Credit Control are currently partnered with a well-established Insurance Brokers who have consistently grown year on year. With expansion of clients means the need to add some talent to the Credit Control function.

Department: Finance

Reports to: Finance Team Leader

Location: Manchester

Job role overview

As a member of a busy Finance team, you will follow agreed processes to deliver a high level of client service to our Insurance Broker business. Working collaboratively with others in the team and across the business, you will provide support and guidance as required, always putting the interests of the customer at the forefront of everything you do.

Key responsibilities

1 Maintain the client and insurer relationship in a courteous and efficient manner.
2 Manage all aspects of credit control, always exercising a high degree of diplomacy.
3 Reconciliation and payment of Insurance Company accounts.
4 Initiation, maintenance, and renewal of client loan applications.
5 Provide support to other internal customers, including Senior and Middle Management team.
6 Balance all relevant month end reports, reconciling any discrepancies as appropriate.
7 Reconciliation of bank statements.
8 Process cash receipts and payments.
9 General administration duties in accordance with the Company Operating Procedures Manuals including:

* Maintenance of computer records
* Data Input
* Diary Management
* Handling and resolution of internal and external queries

1 Adherence to all company rules.
2 Comply with the Company Procedures Manuals.
3 Any other additional duties.

The successful candidate is likely to have the following skills, attitudes and experience

1 2 to 5 years finance transactional experience is essential.
2 Experience working within an insurance broking or similarly regulated environment.
3 Insurance Client Money accounting knowledge relating to finance operations is highly desirable.
4 Ability to effectively liaise, influence, communicate, and negotiate with a range of stakeholders.
5 A clear communicator with the ability to convey information in plain English.
6 Good planning and organisational skills – methodical and able to prioritise workloads.
7 A willingness to keep up to date with regulatory developments.
8 A good team player, but able to work independently when required.
9 Conscientious and self-motivated, with an excellent eye for detail.
10 GCSE Maths and English



Personal Details


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