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Trust Account & Credit Control Officer
Key Responsibilities and Accountabilities The purpose of the role is to ensure that all movements in the trust account are accurately accounted for including but not limited to daily receipting, payments, income drawings, etc. The role also includes debtor management, unallocated cash monitoring/resolution and actioning various items on a day to day basis. You will also be an escalation point for the team / external parties to resolve issues.
Primary Responsibilities Daily Cash receipt management and payment allocation for general insurance products including investigation of missing information and mismatched amounts and following up relevant parties to resolve; Daily Inbox Management Daily bank / trust account reconciliations and update of system interface journals Daily Update of Unallocated Cash Registers Debtor Control and any related reconciliations including liaising with both insurance brokers Issuing Credit Control letters and dealing efficiently with responses Processing of Refunds, Cancellations, Withdrawals and other payments throughout the month Management of key requirements under a variety of different general insurance binders; Processing policy endorsement or cancellation calculations, including broker commission amounts, and various state and Federal taxes thereon; Document management for daily and monthly reporting, including Bordereaux preparation; Preparation of various weekly / monthly reports; Liaising with auditors and accounting team, answering queries, providing samples as part of the annual audit Key Skills and Competencies The successful candidate preferably may have a minimum 3 years experience gained in a professional services/financial institution/insurance environment. Experience in credit control/accounts receivable function in the Insurance industry or in Client Servicing will be an advantage. Analytical and accurate, organized, detail oriented and simple problem-solving skills are must-haves You are always looking for ways to help A high degree of organisational skills and attention to detail Effectively work with team and others to meet timelines, objectives and KPIs Flexible and driven, ability to deal with multiple tasks and work under pressure or time constraints High aptitude in understanding business processes with a natural continuous process improvement and pro-active mindset Competent in Microsoft Office, at least intermediate MS Excel required What Emergence can offer An attractive salary package, company benefits and further career opportunities for the right candidate are assured.
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