Trainee Credit Controller, Colchester, Davies Resourcing Limited

Published 2022-06-30
Expires 2022-07-30
ID #1066306869
Trainee Credit Controller, Colchester, Davies Resourcing Limited
United Kingdom, Essex, Colchester,
Published June 30, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Trainee credit controller

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Overview This is an entry level role working within Davies Insurance Services,no experience within the insurance industry or credit control is required. This is a great way into the insurance industry and the Lloyds market, we welcome anyone at any stage of their career to apply, whether you have little to no working experience or if you have a wealth of work experience and are looking for a change. The role follows a hybrid working model. Primary purpose of the role To fulfill the credit control service agreement with Davies MGA Client as per specified SLAs and defined internal working practices established for the client. As an individual and working collaboratively as a team, ensure that a high standard of service is delivered and maintained. Essential Qualifications/Desirable Experience Working knowledge of Microsoft Suite Previous accounting experience Generic Knowledge and Skills Good numerical skills and the ability to work accurately showing attention to detail Ability to work to tight deadlines in a team environment Good communication and organisational skills Daily/BAU Update of Bank Account schedule from client bank account and ensure that the schedule balances to client bank records Reconciliation and allocation of new cash to clients internal system Raise, chase and monitor queries raised with Client and Brokers Update and maintenance of Query Log Accountable for the reconciliation of queries raised by carriers, brokers and client Update and maintenance of Payment Record with respect to broker over-settlements, return payments, paid premium bordereau payments, Internal Account Transfers Update and maintenance of Master Aged Debt Project schedule Monitor shared Client Credit Control email inbox Deal with/respond to all broker and client emails in a timely manner Attend daily team meeting Provide feedback to manager and team members Escalation of issues to senior account handler Weekly Production of Latest Aged Debt Report and remittance to client for broker chasing Review of Unallocated Cash on Query Log in Cashbook to ensure that all relevant cash items are progressed Chasing of all outstanding queries Monthly Creation and remittance of monthly broker statements Creation and remittance of Over-Settlement report and subsequent payment requests Creation and reconciliation of Paid Premium Bordereau Request Paid Premium Bordereau payments Creation and reconciliation of Written Premium Bordereau Update and maintenance of Paid and Written Premium Cumulative Bordereaux Creation of Aged Debt Reports Creation of Cash, Queries and Unallocated Cash Summary Creation of Open Query Summary Month-End Commentary Creation of Client Dashboard

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    Employer's info

    Davies Resourcing Limited
    Registered on October 7, 2017


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    Finance is a field that deals with the study of investments. It includes the dynamics of assets and liabilities over time under conditions of different degrees of uncertainty and risk. Finance can also be defined as the science of money management. Finance aims to price assets based on their risk level and their expected rate of return. Finance can be broken into three different sub-categories: public finance, corporate finance and personal finance.

    Colchester ( (listen)) is a historic market town and the largest settlement within the borough of Colchester in the county of Essex. Colchester was the first Roman-founded Colonia in Britain, and Colchester lays claim to be regarded as Britain's oldest recorded town. It was for a time the capital of Roman Britain, and is a member of the Most Ancient European Towns Network.Situated on the River Colne, Colchester is 50 miles (80 km) northeast of London and is connected to the capital by the A12 road and its railway station which is on the Great Eastern Main Line. It is seen as a popular town for commuters, and is less than 30 miles (48 km) from London Stansted Airport and 20 miles (32 km) from the passenger ferry port of Harwich. Colchester is home to Colchester Castle and Colchester United Football Club. The demonym is Colcestrian.

    Source: https://en.wikipedia.org/