Key Tasks & Accountabilities

• Premium Collections & Account Reconciliations
• Receive assigned recon tasks and complete within agreed timeframes with Team Leader.
• Plan and prioritise workload appropriately – escalate to team leader when problematic.
• Request Payment from Broker monthly.
• Allocate all premiums received.
• Identify nature of dispute.
• Broker error – liaise with broker together with underwriting and sales team.
• Endorsement not/incorrectly processed – initiate endorsement request –
• Liaise with underwriting and sales team to correct.
• Unallocated cash reconciliations/premium collection dispute
• Reconcile unallocated cash.
• Receive assigned recon tasks via workflow and complete within agreed timeframes with Team Leader.
• Plan and prioritise workload appropriately – escalate to team leader when problematic.
• Cash received for unprocessed underwriting instructions – contact broker for information and forward to underwriting for processing.
• Instruction not processed or incomplete – initiate endorsement – liaise with Market Underwriting
• Payment shortfall – refund request assessment required.
• Premium collection dispute and reconciliation
• Receive assigned recon tasks via workflow and complete within agreed timeframes with Team Leader.
• Plan and prioritise workload appropriately – escalate to team leader when problematic.
• Call broker and request payment.
• Broker disputes statement, investigate, and negotiate payment.
• Investigate and identify the discrepancy (Systems review, underwriting, sales team interaction)

Leadership Accountabilities

• Model behaviours that demonstrate commitment to Bryte’s guiding principles. 
• Take action to manage own personal development and encourage others to do the same.

Qualification & Experience

• Finance qualification.
• Minimum 3-5 years’ experience in credit control