Bordereaux and Credit Control Assistant

Bordereaux and Credit Control Assistant
Location: Haywards Heath
Salary: £26,000per year + benefits

The role

You will work in the Bordereaux & Credit Control team within the Finance Operations Department for the Insurance group. You’ll be responsible for producing and signing out accurate client bordereaux reports and ensuring that payment is received and reconciled within agreed SLAs.

Assist in the continual development and population of management reports on behalf of your clients

Take ownership of issues raised by your client base and resolve same within agreed SLAs. Proactively look for solutions, including ways to work around the issue while longer term solutions are implemented.

Responsibilities

Produce accurate Bordereaux reports
Reconciliation of Floats held
Manage the invoicing and statement process for assigned areas if sales ledger
Manage the collection of payments using a variety of methods including direct debits, bank transfer, cheques and cards
Manage relevant debtor books with an understanding of all debt on the book
Manage the invoicing and statement process for relevant areas of sales ledger
Journaling/allocating payments and reconciling accurately related debtor accounts
Target led credit control collection
Resolving queries by telephone, e-mail, letter
Make recommendations for process improvements on a continual basis
Completing and reviewing documentation of processes to ISO standard
Assist in the creation of management reports on a periodic basis from financial systems and manipulating where necessary in excelRequirements

Good communication skills
Strong Excel and SAP systems skills
Experience of the general insurance industry will be ideal
Understanding and have practical experience of financial, operational and business processes
Experienced in using assistance and insurance based platforms
Ability to work proactively, positively, efficiently and effectively
Ability to build strong working relationships with other business teams
Good attention to detail
Ability to “make things happen” can do/will do attitudeCollinson Group

Collinson Group is a global leader in shaping and influencing customer behaviours to drive revenue and value for clients. The group offers a unique blend of industry and sector specialists who together provide market-leading experience in delivering products and services across four core capabilities: Loyalty, Lifestyle Benefits, Insurance and Assistance.

The group provides unrivalled insight and expertise around affluent consumers and frequent travelers, creating and delivering products and services that increase engagement, loyalty and value for customers.

We have more than 25 years’ experience, with 28 global locations, servicing over 800 clients in 170 countries, employing 1,500 staff, and managing over 20 million end customers. We have been bringing innovation to the market since inception – from launching the first independent global VIP lounge access Programme, Priority Pass™ to being the first to sell direct travel insurance in the UK through Columbus Direct and creating the first loyalty agency of its kind in the travel sector with ICLP.

By applying for this role, your details will be sent to the Ortolan Group, who are acting as consultants for the hiring company. The Ortolan Group are engaged to review applications and to forward on those that match the requirements of the role.We will endeavour to respond to all applicants within three working days. Occasionally for roles with a very high volume of applicants, this may not be possible.