Location: Bristol/hybrid

Cluster: Support

Salary: c£29,600 dep on exp + annual bonus + benefits

 

Are you passionate about Credit Management?

 

Are you an experienced Credit Controller within the insurance sector and looking for a new role in a growing team? We are looking for an experienced, passionate and motivated insurance Credit Controller to join our successful Credit management Team in Bristol.

The purpose of this role is to contribute to the delivery of  Credit Management’s objectives and Key Performance Indicators (KPIs) through the timely and effective performance of duties, maintaining standards, building effective.

66763 | Finance & Accounting | Professional | Allianz UK | Full-Time | Permanent
 

 

 

Role Purpose

 

The purpose of this role is to contribute to the delivery of Credit Management’s objectives and Key Performance Indicators (KPIs) through the timely and effective performance of duties, maintaining standards, building effective relationships and providing supervisory support to the Credit Management Team Leader.

 

Key responsibilities

 

Performs specialised tasks required to support operations (e.g., IT development, research support, skilled trade). Undertakes credit control activities, in accordance with the defined processes, to ensure prompt premium payment and to achieve agreed KPIs. Ensures timely and accurate allocation of payments to the appropriate policy entries. This includes the coordination and reconciliation of all items on Broker accounts. Escalates to business and/or Team Leader where support needed to improve broker payment performance or resolve queries. Processes accounting entries and payment requests in accordance with assigned authority levels. Working with offshore team in collaboration of achieving targeted portfolio results. Ensure policy and procedures, workflow for assigned areas of responsibility, as well as archived records to satisfy audit and statutory requirements are maintained. Performs assigned leadership activities to the support the Team Leader with managing the team and ensuring best practise is applied. Deputise and/or attend meetings in the Team Leaders absence. Prepare and issue monthly broker statements of accounts Allocate funds received and request closings and slips from Brokers Pursue debtors frequently by telephone, email, teams meeting to secure payment Identify and escalate NOC from aged debt Build strong relationships with internal and external stakeholders to progress 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 model evolves and ensure we deliver continuous improvements Analyse and identify inconsistencies and record errors in booked premium, liaise with underwriters and technical team to correct booked entries Resolution of unallocated cash, provide constructive feedback on issues which have resulted in mis posting to unallocated cash Ad hoc duties as requested by management Key requirements Analytical problem solving approach, ability to identify and analyse problems, creating and implementing solutions, decision making skills Strong analytical skills with the ability to collect, organise, analyse and disseminate significant amounts of information with attention to detail and accuracy Ability to complete large complex reconciliations on Broker accounts 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

 

 

 

Technical Skills

 

An understanding of business and credit management processes and systems. Good knowledge of credit management best practice and the ability to apply this in their role. Up-to-date knowledge and understanding of all relevant Compliance and Regulatory rules and procedures. Good working knowledge of Microsoft Excel and good knowledge of other Office applications. Able to manage workload and priorities, adapting to changing needs and priorities. Good negotiation skills and communication skills. You will be results-oriented, data-driven and innovation-minded, able to adapt quickly.

 

 

Qualifications

 

GCSE or equivalent (including Maths and English at grade C or above). CICM qualification to certificate level preferred, or a desire to study towards this qualification would be desirable.

 

Experience

 

Significant experience of working in credit management / credit control  Experience working within the Insurance industry, desirable.

 

The ideal candidate will have:

 

General Insurance and Credit Control background Analytical problem solving approach. Excel knowledge to an intermediate level. Ability to complete large complex reconciliations on Broker accounts Excellent communication skills Be a proactive team player Ability to meet deadlines and SLA’s in a fast paced environment.

 

 

 

What we will offer you

 

Recognised and rewarded for a job well done, we have a range of flexible benefits for you to choose from- so you can pick a package that’s perfect for you. We also offer flexible working options, global career opportunities across the wider Allianz Group, and fantastic career development and training. That’s on top of enjoying all the benefits you’d expect from the world’s number one insurance brand, including:

 

Annual bonus scheme 25 days holiday plus bank holidays Contributory pension scheme Life cover Group Income Protection Flexible buy/sell holiday options Flexible working arrangements A discount up to 50% on a range of insurance products including car, home and pet Retail discounts

 

Our ways of working

Do you need some flexibility with the hours you work? Let us know as part of your application and if it’s right for our customers, our business and for you, then we’ll do everything we can to make it happen.

Here at Allianz, we are signatories of the ABIs flexible working charter. We believe in supporting hybrid work patterns, which balance the needs of our customers, with your personal circumstances and our business requirements. Our aim with this is to help innovation, creativity, and you to thrive - Your work life balance is important to us.

 

Our Purpose and Values

We secure your future

Be Brave | With Heart | Everyone Counts | Inspiring Trust

Our purpose and values are more than just words on a website - they are the why and how of Allianz. They influence everything we do and guide us how to do it. Created by our people, for our people, they shape our culture, bring us together, and inspire us to be the best. Building an inclusive culture for us all to succeed.

 

Diversity & Inclusion

At Allianz, we value diversity and inclusion and back this up with our accreditations. Allianz is EDGE certified for gender inclusion, members of the Women in Finance Charter, members of the Stonewall Diversity Champion programme, signatories of Business in the Community’s Race at Work Charter, and an Armed Forces Covenant gold standard employer.

We have a range of employee networks focusing on gender inclusion, cultural diversity, LGBTQIA+, disability and long term health conditions (including neurodiversity), intergenerational and life stages, parents and carers, mental wellbeing, menopause support and armed forces and veterans, all supporting you to bring your best and authentic self to work.

 

Join us - Let’s Care for Tomorrow