About this role
Research broker statements by verifying correct premium booking, signed due dates, and applicable deductions such as brokerage, taxes, and commission with reference to endorsements and slips available in Prequel. Validate signings against the unallocated cash report and messaging tab in Prequel. Issue the monthly statement to brokers by the 11th of the month following completion of research and signing validation. Where no response is received, send the first, second, and third follow-ups at intervals of seven working days, and escalate unresolved cases to the onshore team after the third follow-up. Respond to broker inbox queries within 24 hours and update notes in Prequel after each research activity or follow-up, ensuring all related emails are stored in the credit control folder in Prequel.
You will work closely with customers and internal departments to resolve payment issues and enforce credit policies. Your tasks include generating, sending, and following up on invoices to ensure timely payment, monitoring incoming payments, and maintaining accurate transaction records. You will assess customer creditworthiness, set credit limits, and manage credit risk. Additionally, you will initiate and follow up on collection efforts for overdue accounts, including making phone calls and sending emails or letters. Reconciling customer accounts and resolving discrepancies or disputes are also key aspects of your role.
Graduate in Accounting or MBA Finance 2-6 years of experience in Accounts Receivable (Credit Control).