Experience

Meridian Risk Solutions Limited

• Fenchurch Street, England, United Kingdom

• IBA Technician

  • Jul 2023 - Present



Aston Lark

• Lakeside

• Accounts Assistant

  • Jan 2023 - Jun 2023

  Active Credit Control - Ensuring funds are collecting in a timely manner by liaising with Account Handlers Analyse & resolve queries to reduce IBA cash debtors report (60+ days) Reconcile Introducer statements Investigate and chase outstanding Creditor DTI payments Active Credit Control - Ensuring funds are collecting in a timely manner by liaising with Account Handlers Analyse & resolve queries to reduce IBA cash debtors report (60+ days) Reconcile Introducer statements Investigate and chase outstanding Creditor DTI payments



Right Choice Insurance Brokers Ltd.

• United Kingdom
• Insurance
• 1 - 100 Employee

• • Aug 2020 - Dec 2022

  Daily bank reconciliation; debits, and creditsDaily cashbooksRunning and correcting daily journalsAged debtorsAnalysing chargebacks via Global payments and WorldpayEnd of month Credit ControlEffective debt chasingRaising refunds Posting of ICB / DCB paymentsSystems used: Open GI, Close Finance, Premium Credit, Global Payments

• • 2018 - Aug 2020

  Responsible for the administrator of RCIB’s clients’ motor insurance policies, my duties included: Processing post & emails & validating clients documents to a high audit standardProcessing policy cancellations, amendments & refundsLiaising with insurers and underwriters regarding policy validationDiary management via Open GI system & general admin work​

• • Oct 2014 - 2018

  Inbound and outbound calls regarding direct debits / mandates Processing card payments Running and completing daily reports / issuing letters Point of escalation for client queries & complaint resolution Delegating work & training new members of staff Arranging & attending new interviews for potential new employees During this role I attended a 2-day management course with Paul Girling