The posting
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Key Responsibilities
- Oversee daily property and casualty billing tasks, premium tracking, payment matching, and associated financial workflows.
- Examine and check insurance premiums, invoice statements, billing data, and policy files to guarantee precision.
- Handle billing modifications, prepare debit notes, and issue other necessary invoicing paperwork.
- Monitor and reconcile client and insurer Statements of Accounts (SOAs), investigate discrepancies and follow up on outstanding or aged items.
- Supervise premium collections alongside carrier payments, making sure anomalies and overdue balances are cleared promptly.
- Assist with commission reconciliation and other finance-related operational matters for P&C accounts.
- Log and update comprehensive billing, transactional, coverage, and customer details within corporate databases.
- Provide operational support for P&C portfolios, covering initial policy setups, amendments, structural updates, terminations, and contract continuations.
- Draft policy certificates, coverage schedules, upcoming renewal metrics, and additional administrative paperwork.
- Coordinate with underwriting partners, financial departments, account executives, and corporate units regarding invoicing, matching, policy tracking, and portfolio maintenance.
- Ensure all transactions and requests are processed accurately and within established turnaround times.
- Pass complicated or lingering invoicing, payment matching, and policy processing challenges up to the supervisor.
- Perform other ad-hoc duties and assignments as requested by the Manager.
Requirements
- Credentialed diploma holder possessing at least two to three years of active professional tenure within the insurance sector.
- Exercises good judgement and discretion, with a strong customer and quality focus.
- Demonstrate functional expertise using Microsoft Excel spreadsheets.
- Strong attention to detail, with excellent written and verbal communication skills.
- Takes ownership and accountability for assigned tasks, with the ability to prioritize work effectively and see tasks through to completion.
- Senior billing professionals will be required to execute their responsibilities independently with little to no direct guidance.
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