Credit Control Administrator

1 week ago

Auckland City, New Zealand Fidelity Life Full time

Permanent Position
- Fantastic flexible working arrangements
- Be part of an awesome collaborative team

**The opportunity**

We are currently on the lookout for a Credit control Administrator to join our Payments team. This is a fulltime role, based in our CBD office with flexible working arrangements available.

Reporting into the Team Leader - Payments the Credit Control Administrator will be responsible for the overdue, arrears and lapses of premiums for Fidelity Life. The role is also responsible for managing the unallocated transactions.

Some day-to-day tasks involve:

- Managing policy renewals
- Formulating taxation letters and GST invoices
- Loading of Direct Debit and Credit Card authorities
- Processing customer payment requests such as one-off’s, suppressions, payment date and amount adjustments, payment plans and payment reconciliations
- Processing write-offs and Refunds with the DOA
- Attend to customer enquiries by accurately identifying the nature of the inquiry and responding in a timely and professional manner
- Provide support or services to other parts of the business as and when required
- Ensure that all communications to all customers, Adviser and Third Parties are accurate and that all modifications and alterations are processed correctly
- Adhoc tasks as required by the manager
- Assisting with audit all queries and requirements
- Assisting in Financial year end all processes

**About You**

***
With prior experience in a credit control and/or a finance working environment you’ll bring a ‘can do’ attitude, pride yourself on delivering great customer outcomes and are a motivated individual with a high attention to detail and accuracy.

You will have fantastic communication skills with the ability to articulate well, allowing you easily build rapport with customers and colleagues.

You have mastered the ability to work towards deadlines, prioritise and manage multiple work requirements and are a strong team player

Together with this you will have:

- A strong Microsoft office skillset (Intermediate to advance in Excel)
- A Tertiary qualification in Finance or Business - preferred but not essential
- Have strong numerical and logical knowledge
- A good understanding around accounting and reconciliation
- Knowledge in finance or accounting principles (beneficial)

***

**About us**

Fidelity Life is New Zealand’s largest locally owned and operated life insurer.

We have a clear, winning aspiration, built around transforming our industry through a customer lens. It’s easy to talk that talk, but we are already walking the walk - using smart technology, data & insights and digital capability to unlock a deep understanding of our customers and provide innovative solutions and experiences that meet their needs.

We’re also committed to our communities. Given that New Zealand has one of the lowest rates of life insurance in the developed world, we think we have a responsibility to raise financial awareness and education nationwide, to provide better protection for all New Zealand families and whanau.

What’s more, we’ve gone next level with our new flexible working approach, something we call flexiplace flexiplace means our people can work with their leader to determine where and how they want to work, depending on their day. Whether that’s at home, in the office or on the go, we’ve empowered our people to choose how they’ll deliver for our customers, partners and each other.

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