Senior DA Credit Controller

Insight Recruitment Solutions Limited; City Of London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Insight Recruitment Solutions Limited is seeking a Senior Credit Controller to lead the delegated authority portfolio within the Lloyd's market. You will drive analytics-driven portfolio monitoring, manage broker relationships, and oversee premium settlement cycles with autonomy.

You will work closely with underwriters and in-house teams to resolve problem accounts, optimise processes, and implement dashboard-based improvements using Power BI and Excel.

Qualifications

• Extensive Lloyd's/London market experience required.
• Strong knowledge of delegated authority premium settlement cycles.
• Proven ability to manage broker relationships and credit control portfolios.
• Advanced Excel skills (IF statements, Lookups, Pivot Tables) and Power BI experience.

Responsibilities

• Own credit control management of delegated authority accounts.
• Use dashboard analytics and Power BI to monitor premium variances and portfolio status.
• Ensure timely processing of signings and receipt of paid premium bordereaux.
• Reconcile written and paid premiums and manage outstanding balances.
• Maintain dialogue with Lloyd's brokers and coverholders to ensure timely settlement.
• Conduct meetings with underperforming brokers to address settlement issues and implement improvements.
• Collaborate with underwriting teams on problem account resolution and remedial action plans.

Skills

Lloyd's Market Experience

Broker Relationship Management

Negotiation Skills

Communication Skills

Analytical Thinking

Tools

Excel (Advanced)

Power BI

Job description

Senior Credit Controller - Delegated Authority

About the Role

Senior opportunity to be a key person responsible for credit control operations for a large Delegated Authority portfolio within a high-performing credit control team. Take operational autonomy leveraging extensive Lloyd's market experience in premium settlement, broker relationships, and delegated authority procedures. This role combines analytics-driven portfolio monitoring with hands-on relationship management across Lloyd's brokers and in-house underwriting teams.

Key Responsibilities

• Own credit control management of designated delegated authority accounts
• Use dashboard analytics and Power BI to monitor premium variances and portfolio status in real-time
• Ensure timely processing of signings and receipt of paid premium bordereaux
• Reconcile written and paid premiums, identifying and managing outstanding balances
• Maintain regular dialogue with Lloyd's brokers and coverholders to ensure timely settlement of balances due
• Schedule and conduct meetings with underperforming brokers to address settlement issues and implement remedial actions
• Collaborate with underwriting teams on problem account resolution and remedial action plans

Requirements

• Extensive Lloyd's/London market experience with strong understanding of delegated authority premium settlement cycles
• Deep familiarity with binding authority formats and key terms/conditions from credit control perspective
• Proven experience managing broker relationships and credit control portfolios in delegated authority sector
• Proficient in Microsoft Excel (IF statements, Lookups, Pivot Tables)
• Advanced proficiency in dashboard analytics (Power BI) for portfolio monitoring
• Strong negotiation and communication skills with brokers, underwriters, and internal stakeholders
• Ability to work with operational autonomy and manage complex, multi-faceted accounts

What's On Offer

Genuine seniority and operational autonomy managing a substantial delegated authority portfolio. Work at the heart of Lloyd's market operations with direct engagement with brokers and underwriters. Lead portfolio analytics and optimization initiatives with scope to drive process improvements and implement emerging technologies. High-performing team environment with opportunity to shape credit control strategy.