The Credit Control & Debt Management Analyst is responsible for managing aged
debt, broker statement reconciliations, premium collection activities, and debt
recovery processes within the insurance operations workplace. The role
involves reviewing outstanding balances, investigating policy-level
discrepancies, coordinating with brokers and onshore stakeholders, maintaining
debt management records, and driving timely collection of overdue receivables.
The individual will support reporting, escalation management, and stakeholder
communication to ensure effective debt resolution and cash flow optimization.
RESPONSIBILITIES
Key Responsibilities
* Review and reconcile inbound and outbound broker statements to ensure
accuracy of outstanding balances and overdue debt positions.
* Monitor aged debt portfolios and proactively drive collection activities
through structured follow-up processes.
* Investigate policy-level discrepancies by reviewing policy documents, premium
records, payment schedules, and related supporting documentation.
* Analyze and validate key policy information including UMR, broker details,
client information, premium amounts, brokerage, signed lines, and deductions.
* Maintain accurate debt records, comments, and audit trails within debt
management systems.
* Manage broker communications and respond to queries within agreed turnaround
times.
* Escalate unresolved collection issues and complex queries to onshore
stakeholders as required.
* Investigate and validate payment statuses for fully paid, partially paid, and
outstanding accounts.
* Coordinate with brokers, underwriters, and internal stakeholders to obtain
missing documentation and resolve account discrepancies.
* Review upcoming due accounts and ensure debt records are updated with current
and accurate information.
QUALIFICATIONS
* 3 - 6 years’ experience in Insurance Credit Control, Accounts Receivable, or
Debt Management.
* Exposure to Lloyd's / London Market insurance processes preferre
📌 Senior Executive (Noida)
🏢 EXL
📍 Noida