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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong attention to detail and accuracy in managing outstanding balances and financial data, while building and maintaining relationships with brokers and internal stakeholders. Proficient in cash allocation, account reconciliation, and process improvement within the credit control and finance sectors.
Highest-signal resume keywords
Credit ControlAccount ReconciliationFinancial Data ManagementCustomer Service ExperienceMicrosoft Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ReconciliationCash AllocationDebt CollectionFinancial Data ManagementProcess Improvement
Soft Skills
Attention to DetailOrganizational SkillsCommunication SkillsProactive ApproachTeam Collaboration
Tools & Technologies
Microsoft OutlookMicrosoft Excel
Industry Keywords
Credit ControlFinanceInsurance IndustryBroker RelationshipsCustomer Service
About the role
Key responsibilities & impact- Manage and collect outstanding balances across an allocated portfolio of broker accounts.
- Build and maintain strong working relationships with brokers and internal stakeholders.
- Proactively chase overdue debt and work with brokers to resolve aged balances.
- Investigate and resolve broker and finance queries.
- Accurately allocate daily cash receipts and investigate unidentified cash and unallocated items.
- Complete account reconciliations and resolve allocation discrepancies.
- Prepare and distribute monthly broker statements.
- Distribute cash cover and allocate settlements for team action.
- Contribute to process improvements and support wider team projects.
- Provide cover and support across the Credit Control team during leave or increased workload.
- Participate in team meetings and training.
- Support day-to-day management of outstanding balances and maintain broker relationships.
- Develop toward a Credit Controller position through the role’s learning and development pathway.
Requirements
What you’ll need- Genuine interest in developing a career in credit control and finance within the insurance industry.
- Ideally, previous experience in a customer service, finance or administrative role.
- Office-based experience is advantageous.
- Strong attention to detail and accuracy.
- Good organisational and communication skills.
- Confidence working with financial data and numerical information.
- Working knowledge of Microsoft Outlook and Excel.
- Willingness to learn new systems and processes.
- Proactive approach and ability to work effectively as part of a team.
- Positive attitude and eagerness to develop skills and knowledge.
Benefits
Comp & perks- Love what you do: We show up each day ready to take on the world. Our passion and intensity set us apart and makes the difference to our colleagues, customers, brokers and carriers.
- Challenge everything: We’re never afraid to question the way that things are done and we constantly challenge ourselves and others to makes things better.
- Have fun, be good: Insurance is a serious business, but we don’t take ourselves too seriously. We make it fun to work at CFC, we welcome all viewpoints, and we treat everyone how we would expect to be treated.