Credit Control Advisor

ACCA Careers; Abbot's Salford; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Bupa health insurance

Enhanced pension plan

Onsite gym or discounts

Other benefits

Job summary

Bupa is seeking a Credit Control Advisor in Manchester with hybrid working (1 day in the office). The role focuses on debt collection, query resolution, refunds, and accurate cash allocation while maintaining positive stakeholder relationships.

You will manage customer accounts, maintain records, and ensure timely recovery of outstanding debts. Strong communication, accuracy, and collaboration are essential in this fast-paced environment.

Qualifications

• Degree-level education or equivalent professional experience in finance or commercial environment.
• Strong numerical and analytical skills with experience in finance or membership environments.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint, Access).

Responsibilities

• Respond to system-generated tasks, emails, phone inquiries, and written correspondence related to credit control.
• Provide operational and administrative support to the credit control team.
• Deliver high-standard customer service and ensure accurate records in the billing system.
• Monitor debt positions, review balances, investigate queries, arrange payments, and recover overdue balances.
• Take ownership of assigned debt portfolios to ensure timely collections.
• Reconcile customer accounts and resolve discrepancies to support query resolution.
• Meet individual and departmental targets and escalate complaints as needed.

Skills

Attention to detail

Analytical skills

Written communication

Verbal communication

Time management

Team player

Proactive

Education

Bachelor's degree or equivalent

Tools

Excel

Word

PowerPoint

Access

Job description

Job Description

Salary: From £26,400 DOE

Location: Bupa Place, Manchester

Location status: Hybrid Working, 1 required day in the office

Shift pattern: Full time – 37.5 hours

We make health happen

At Bupa, we’re here to help people live longer, healthier, happier lives. That’s our purpose, and it shapes everything we do.

As a credit control advisor you will deliver a customer-focused credit control service through timely debt collection, query resolution, refunds, and accurate cash allocation and matching, while maintaining positive relationships with internal and external customers.

You will be responsible for supporting the effective operation of the credit control function by managing customer accounts, maintaining accurate records, and ensuring timely recovery of outstanding debt. The role requires strong communication, attention to detail, and the ability to work collaboratively with both internal and external stakeholders.

Key Responsibilities

• Managing correspondence and workflow tasks by responding professionally and efficiently to system-generated tasks, emails, telephone enquiries, and written correspondence from customers and internal Bupa teams in relation to credit control matters.
• Providing operational and administrative support to the credit control team through the completion of ad hoc activities required to maintain smooth and efficient day-to-day operations.
• Delivering a high standard of customer service to internal and external stakeholders, ensuring all actions, interactions, and updates are accurately recorded within the billing system.
• Monitoring and managing customer debt positions by reviewing account balances, investigating queries, agreeing and reconciling payment arrangements where appropriate, and securing collection of outstanding balances in line with company policies and procedures.
• Taking ownership of assigned debt portfolios, proactively managing both overall and individual debt positions to ensure timely recovery of overdue accounts.
• Reconciling customer accounts to identify, investigate, and resolve discrepancies, ensuring account accuracy and supporting effective query resolution.
• Meeting individual and departmental performance objectives, contributing to the wider success of the credit control function and supporting business targets.
• Recording and escalating complaints appropriately, ensuring all complaints are logged accurately and referred to the Credit Control Team Leader where necessary.

What We’re Looking For

• Degree-level education or equivalent professional experience within a finance or commercial environment.
• Experience in a finance, commercial, or membership-related environment, with the ability to apply sound numerical and analytical skills.
• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Access.
• Strong attention to detail, with the ability to interpret information accurately and make well-reasoned decisions.
• Well-developed written and verbal communication skills, with the confidence to engage effectively with customers and colleagues at all levels.
• Strong organisational and time management skills, with the ability to prioritise workload, meet deadlines, and consistently achieve targets.
• A proactive and adaptable approach, with the ability to learn quickly, respond to changing business needs, and identify opportunities for process improvement.
• Self-motivated, an effective team player, and able to work independently and collaboratively, using sound judgement and initiative.
• Experience in handling customer complaints and resolving issues in a professional and constructive manner.
• Commercially aware and confident in constructively challenging decisions where appropriate

Benefits

Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health – from mental and physical, to financial, social and environmental wellbeing. We support flexible working and have a range of family friendly benefits.

• 25 days holiday, increasing through length of service, with option to buy or sell
• Bupa health insurance as a benefit in kind
• An enhanced pension plan and life insurance
• Onsite gyms or local discounts where no onsite gym available
• Various other benefits and online discounts

Why Bupa

Why Bupa - We’re a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose – helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.

We encourage all of our people to “Be you at Bupa”, we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That’s why we especially encourage applications from people with diverse backgrounds and experiences.

Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We’ll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.