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Apprentice - credit control query analyst

Ipswich
AXA XL
Credit controller
Posted: 19 February
Offer description

Summary

At AXA XL we solve today’s complex risks to drive tomorrow’s innovation. The successful applicant will join the UK Credit Control Messaging COE at a particularly exciting time. The focus would be to power the business faster and improve credit control service delivery.

Wage

Competitive

Competitive wage offered

Training course
Financial services administrator (level 3)

Hours
Monday to Friday 35 hour work week. Shifts TBC.

35 hours a week

Start date

Monday 21 September 2026

Duration

1 year 3 months

Positions available

1


Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.


What you'll do at work

* Predominantly review unallocated signings on the Frame (Premium Accounting System), developing knowledge of bureau business, retrieving data / documentation from DXC’s portals to facilitate root cause analysis

* Liaise with Underwriting Assistants and Policy Management (data-entry) teams to ensure accurate policy bookings and allocation of cash received

* Attaining knowledge and expertise around specific lines of business written by AXA XL to support the day-to-day functions of the role and drive improved traction of query resolution

* Liaise with Enterprise Shared Service Teams (in India) to ensure timely allocation of cash upon resolution of booking mismatches

* Build relationships and collaborate with underwriting support functions ensuring adherence to common standards and standard operating procedures across the UK&L portfolio of business

* Production of operational and business reports on a pre-defined frequency. Use workflow and time-tracking tools to manage workloads and ensure deadlines are adhered to and targets set by the management team are met

* Adhere to Credit Control service offering (and associated procedures) following stipulated steps, selecting the applicable ethos of credit control. Liaise with brokers and escalate to manager where applicable

* Recognise and maximise opportunities to improve processes and drive improved traction through increased knowledge and efficiencies. Challenge the status quo and evolve controls and solution based ethos

* Ensure competence across all Premium Accounting Systems and DXC portals


Where you'll work

80 Civic Drive
Ipswich
IP1 2AN


Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.


Training provider

DAVIES LEARNING SOLUTIONS LIMITED


Training course

Financial services administrator (level 3)


What you'll learn

Course contents

* Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
* Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
* Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
* Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
* Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
* Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
* Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
* Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
* Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
* Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
* Plan, organise and prioritise own tasks, managing time and resources effectively.
* Identify opportunities for continuous improvement and recommend solutions to improve processes.
* Apply current and developing sustainable principles and techniques relative to role.
* Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
* Work in line with organisational equity, diversity, and inclusion policies.
* Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
* Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
* Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
* Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
* Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
* Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
* Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
* Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
* Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
* Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
* Plan, organise and prioritise own tasks, managing time and resources effectively.
* Identify opportunities for continuous improvement and recommend solutions to improve processes.
* Apply current and developing sustainable principles and techniques relative to role.
* Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
* Work in line with organisational equity, diversity, and inclusion policies.


Training schedule

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.


Requirements

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.


Skills

* IT skills
* Attention to detail
* Organisation skills
* Problem solving skills
* Administrative skills
* Number skills
* Analytical skills
* Team working

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