Job Description

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Description

We are looking to grow our Ledger Management - Credit Control Team to accommodate new business. The role is to assist the team in ensuring that all transaction processing, administration, reconciliation and reporting tasks are carried out in an efficient, accurate and timely manner.#

Key Responsibilities

Investigation/resolution of both legacy and current cash issues. Daily cash book/Ledger maintenance. Review of bank statements/settlement advices. Input settlement transactions to various client systems. Cash allocation and maintenance of related documentation. Raising payments, obtaining required authorisations. Prepare and process journals. Investigating, monitoring & chasing overdue unsettled premium. Prepare various reconciliations for both internal and client purposes. Update internal reporting summaries as required. Summarise and manipulate data to obtain information in required format. Review and update of Client procedure manuals. Contributing to the implementation of new procedures and suggesting improvements to existing systems. Carry out other ad hoc tasks as required. Input to monthly/weekly team meetings. Plan and organise workload in conjunction with the team. Liaise internally with other PCIS/PMA teams. Will be working across several clients, adhering to their bespoke procedures and SLA'S. Liaise externally with clients as required. Ongoing support and training to develop the knowledge and skills of new team members.


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Skills, Knowledge & Expertise

Self-motivated, can work well individually or within a team. Good communicator and team player with a committed, positive attitude. Able to prioritise workload and meet deadlines. Keen eye for detail & Investigative mind. Effective problem-solving skills. MS Excel skills, particularly using filters, lookups and pivots. Some previous experience in an administration environment would be beneficial but is not essential. Experience with the Insurance industry would be beneficial but is not essential. Experience working with Ledgers/Cash Management would be beneficial but is not essential.



Demonstrates behaviours aligned to the PoloWorks PRIDE values:Pioneering - we don't stand still Responsible - We do the right thing Inclusive - we all play a role Delivery Focused- we provide services we are proud of Empowering - we equip people to be their best


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Job Benefits

As well as a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy more), you will also get an excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay.

You will also have access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel.


Benefits Band 1#

About PoloWorks

PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.



As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.

Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.


Recognised as a

Great Place to Work certified company

and listed among the

Best Workplaces in Financial Services & Insurance

, PoloWorks is proud of its positive culture and commitment to its people. With offices in London and Cheltenham, PoloWorks has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.

It's our mission to unleash the potential in every team, and we know that teams perform best when they are diverse and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.