Fiduciary Credit Controller | Hybrid Insurance Role

Marsh; Norwich; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Marsh in Norwich is seeking a Fiduciary Credit Controller to join the team on a hybrid basis, with at least three days in the office. You will manage insurer accounts, ensure premium payments, and monitor funds across the fiduciary function.

You will work with stakeholders to resolve queries, perform reconciliations, and use AI-enabled tools to improve accuracy and efficiency, while upholding internal controls and regulatory requirements.

Qualifications

• 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.

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

Organisational skills

Communication skills

Attention to detail

Microsoft Office

AI tools familiarity

Problem solving

Tools

Microsoft Office

AI tools

Job description

Marsh in Norwich is seeking a Fiduciary Credit Controller to join the team on a hybrid basis, with at least three days in the office. You will manage insurer accounts, ensure premium payments, and monitor funds across the fiduciary function.

You will work with stakeholders to resolve queries, perform reconciliations, and use AI-enabled tools to improve accuracy and efficiency, while upholding internal controls and regulatory requirements.