Credit Control Specialist

4 weeks ago

Taguig, Philippines Steadfast Group Limited Full time

About Us

Steadfast Group is the largest general insurance broker network and group of underwriting agencies in Australasia, with growing operations in Asia, Europe, and the US.

Based in Bonifacio Global City Taguig, Steadfast Shared Services in the Philippines is expanding its Finance, Insurance, Underwriting and Technologies teams. We are proud of our diverse mix of people and skills, coming together across multiple businesses to support our broker network and create next-generation thinking, systems, and technologies that will drive the insurance sector forward. Ours is an exciting, progressive organization where you can build a meaningful professional career alongside some of the brightest people in the insurance industry.

About the Role

Key Duties and Responsibilities:

  • Daily cash receipt management, payment allocation, and reconciliation of trust account movements.
  • Monitor and update unallocated cash registers and debtor control reconciliations.
  • Liaise with brokers, underwriters, and insurers to resolve mismatched amounts, missing information, and policy queries.
  • Prepare weekly credit control letters and follow up responses efficiently.
  • Support bordereaux reporting, insurer settlements, and policy cancellations.
  • Process refunds, transfers, withdrawal payments, and government tax payments (e.g. Stamp Duty, FSL).
  • Manage daily mailbox inquiries for assigned agencies.
  • Assist with preparation of weekly and monthly operational reports.
  • Collaborate with the shared services processing teams and internal audit/accounting functions.
  • Provide documentation and responses during audits.
  • Assist with ad-hoc broker queries, projects, and process improvement initiatives.
  • At least 2 years of experience as a Credit Control Officer or related fields
  • Bachelor’s degree in Accountancy and Finance will be an advantage.
  • Strong organisational skills with high attention to detail.
  • Proven ability to manage high volumes of data and transactions accurately.
  • Effective team player with the ability to collaborate across internal teams, shared services counterparts, and external stakeholders.
  • Demonstrated capability to work autonomously and take full responsibility for assigned tasks.
  • Excellent interpersonal, written, and verbal communication skills.
  • Highly motivated, adaptable, and committed to professional standards and ethical practices.
  • Ability to manage multiple priorities under time constraints.
  • Strong analytical skills with a problem-solving mindset.
  • Proficiency in Microsoft Office (intermediate Excel required).
  • Continuous improvement mindset with a focus on streamlining processes.
  • Relevant experience in insurance broking or underwriting agencies preferred.
  • Experience using WinBEAT and Insight (highly desirable).

Behaviors:

  • Integrity – accountability; authenticity & empathy.
  • Outcome Oriented – drive/energy; decision making & disciplined.
  • Teamwork – diversity & collaboration.
  • Flexible – willing to take on new challenges and adapt to meet the changing needs of the business.
What to Expect

We offer you exciting benefits to support you in your professional and personal journey:

  • Flexible work arrangements to help you balance work and personal responsibilities.
  • Career development opportunities through technical and leadership programs.
  • Life, disability, and travel insurance, plus access to other discounted insurance options.
  • A competitive compensation and benefits package.
  • A vibrant, collegiate, inclusive culture that celebrates you.

We want to learn more about you, so click the link to apply. You may also email

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