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- Prepare and issue premium and contra debt statements to brokers and members.
- Proactively follow up on outstanding debts via email and phone, documenting progress until payment is received or escalation is needed.
- Collaborate with Underwriting teams to resolve unpaid premiums and assess the need for Notes of Credit (NoCs).
- Review broker/member remittances to accurately allocate payments to the correct premiums.
- Process cash receipts and perform allocations in the AS400 accounting system.
- Manage daily internal cash transfers between Eclipse (run-off) and AS400.
- Work closely with Underwriters and Technicians to resolve issues related to premium discrepancies, unallocated cash, and aged debt.
- Maintain unallocated cash items, ensuring minimal outstanding items over 30 days.
- Process return premium payments, brokerage fees, continuity credits, and other necessary refunds.
- Set up new payee bank details and verify them as required for outbound payments.
- Identify and clear potential offsets to maintain clean account ledgers.
- Respond to internal and external queries promptly and professionally.
- Rotate weekly responsibility for managing daily cash receipts, ensuring accurate updates to the cash tracker.
- Support team members during holidays or absences by covering core tasks.
- Provide regular portfolio updates to the Operations Manager.
- Contribute to process improvement initiatives with a focus on automation and efficiency.
- Undertake ad hoc tasks as delegated by the Operations Manager.
- Complete ongoing training to support professional growth and development.
- Previous experience in credit control, claims, or accounts receivable is beneficial.
- Working knowledge of financial systems such as AS400 and Eclipse is advantageous.
- High level of accuracy and attention to detail.
- Strong verbal and written communication skills.
- Proficient in Microsoft Office, especially Excel, for financial analysis and reporting.
- Able to manage multiple priorities in a fast-paced environment.
- Effective problem-solving and time-management abilities.
