Job Description

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

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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