Operation Excellence Billing and Receivables

The Role

Billing Execution

• Review and validate billing requests and identify billing requirements.
• Calculate premiums and prepare billing schedules where required.
• Create and process billing transactions and generate accurate invoices.
• Process new business, renewals, adjustments, cancellations, return premiums, and special billing requests.

Portfolio and Collection Management

• Review aging reports and prioritize collection activities.
• Monitor overdue invoices and collection risk.
• Execute collection strategies aligned with risk tiers and aging buckets.
• Contact clients about outstanding invoices through calls, emails, and written communication.
• Negotiate payment commitments and secure collection dates.
• Monitor promises to pay and ensure follow-up completion.

Quality and Controls

• Ensure compliance with billing SOPs and regulatory requirements.
• Validate billing information before hand-off to Collections.
• Support quality monitoring, audits, and process adherence reviews.

Stakeholder Management

• Liaise with brokers, client service teams, operations, finance, and subject-matter experts.
• Escalate unresolved requests according to defined SOP timelines.
• Provide status updates on urgent and aging billing requests.
• Support account reconciliation and investigate payment disputes.

Risk and Reporting

• Monitor high-value and aged debt and manage cancellation and past-due activities.
• Identify accounts at risk of bad debt and recommend actions.
• Maintain activity tracking and collection notes.
• Report collection status, recovery progress, trends, and collection insights.
• Support month-end and quarter-end cash collection targets.

Requirements

• Good understanding and knowledge of Microsoft Office, especially Microsoft Excel.
• 1–3 years of experience in accounting or financial processes is preferable.
• Business communication skills, both written and verbal.
• An eye for detail, time management, logical thinking, and problem-solving skills.
• Stakeholder influencing, financial analysis, and accounts receivable knowledge.

Benefits

• Life and medical insurance.

Application Process

• The process includes online application and recruiter review, a hiring manager and team interview, and offer and onboarding.