Fiduciary Credit Controller

Marsh; Norwich; Hybrid; GBP 26,000 - 36,000; Full time

Job summary

Marsh in Norwich is seeking a Fiduciary Credit Controller to join our Fiduciary team. The role combines insurer account management, timely premium payments, and accurate reconciliations, working in a hybrid setup with at least three days in the office.

You will collaborate with internal and external stakeholders, resolve billing issues, monitor aged debt, and support process improvements using AI-enabled tools to drive efficiency.

Qualifications

• Minimum of 1 year's credit control experience.
• Strong organisational skills to manage multiple tasks and competing priorities.
• Excellent communication skills with the confidence to engage with a range of stakeholders.
• Strong attention to detail and the ability to investigate and resolve complex account queries.
• Experience working with Microsoft Office applications and other business systems.
• A proactive and solution-focused approach to problem-solving.
• Confidence using technology and a willingness to embrace AI-enabled tools and processes.
• Experience within the insurance, broker, financial services, or fiduciary sector is a plus.
• Experience with insurer accounts, reconciliations, or premium and claims processing.

Responsibilities

• Manage insurer accounts, ensuring premiums are paid accurately and on time.
• Monitor and collect outstanding claims funds, ensuring timely receipt and allocation of cash.
• Perform regular reconciliations to maintain the accuracy and integrity of fiduciary records.
• Investigate and resolve billing discrepancies, conducting detailed analysis to identify root causes and deliver effective solutions.
• Handle queries from internal and external stakeholders, providing a high level of service and support.
• Build and maintain strong working relationships with insurers, brokers, and colleagues across the business.
• Attend and actively contribute to meetings both face-to-face and virtually.
• Monitor aged debt and outstanding balances, taking action to minimise risk and resolve issues promptly.
• Support continuous improvement initiatives and utilise technology, including AI tools, to drive efficiency and accuracy within the function.
• Ensure all activities are carried out in line with internal controls, regulatory requirements, and fiduciary procedures.

Skills

Credit control

Stakeholder management

Multitasking

Attention to detail

MS Office

AI tools adoption

Tools

MS Office

Accounting software

Job description

We are seeking a talented individual to join our Fiduciary team at Marsh. This role will be based in our Norwich office and is a hybrid position, with a requirement to work at least three days per week in the office.

In this role, you will be responsible for the management of insurer accounts, ensuring the prompt payment of premiums, timely collection of claims funds, and accurate reconciliation of accounts. You will work closely with a variety of internal and external stakeholders, helping to resolve queries, investigate billing issues, and maintain excellent financial controls across the business.

The Fiduciary Credit Controller position is ideal for someone with previous credit control experience who is looking to develop their career within a global, market-leading insurance broker.

We will count on you to:

• Manage insurer accounts, ensuring premiums are paid accurately and on time.
• Monitor and collect outstanding claims funds, ensuring timely receipt and allocation of cash.
• Perform regular reconciliations to maintain the accuracy and integrity of fiduciary records.
• Investigate and resolve billing discrepancies, conducting detailed analysis to identify root causes and deliver effective solutions.
• Handle queries from internal and external stakeholders, providing a high level of service and support.
• Build and maintain strong working relationships with insurers, brokers, and colleagues across the business.
• Attend and actively contribute to meetings both face-to-face and virtually.
• Monitor aged debt and outstanding balances, taking action to minimise risk and resolve issues promptly.
• Support continuous improvement initiatives and utilise technology, including AI tools, to drive efficiency and accuracy within the function.
• Ensure all activities are carried out in line with internal controls, regulatory requirements, and fiduciary procedures.

What you need to have:

• A minimum of 1 year\'s Credit Control experience.
• Strong organisational skills with the ability to manage multiple tasks and competing priorities.
• Excellent communication skills with the confidence to engage with a range of stakeholders.
• Strong attention to detail and the ability to investigate and resolve complex account queries.
• Experience working with Microsoft Office applications and other business systems.
• A proactive and solution-focused approach to problem-solving.
• Confidence using technology and a willingness to embrace AI-enabled tools and processes.

What makes you stand out:

• Previous experience within the insurance, broker, financial services, or fiduciary sector.
• Experience working with insurer accounts, reconciliations, or premium and claims processing.
• Strong analytical skills with the ability to identify trends and investigate account discrepancies.
• An interest in process improvement and leveraging technology to enhance performance.
• The ability to build strong working relationships across a variety of teams and stakeholders.
• A collaborative and customer-focused approach.

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
• You'll join a collaborative team of nine professionals responsible for managing insurer accounts and fiduciary controls, offering excellent exposure to a key area of the insurance business.

#hybrid

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [e-mail].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.