Operation Excellence Billing and Receivables

Role Overview

Billing and Receivables Duties

• Review and validate billing requests, calculate premiums, prepare billing schedules, and generate invoices.
• Process new business, renewals, adjustments, cancellations, return premiums, and special billing requests.
• Manage aged receivables, review aging reports, prioritize collection activities, and monitor overdue invoices.
• Contact clients, negotiate payment commitments, monitor promises to pay, and maintain collection records.
• Investigate payment disputes, manage cancellation and past-due notices, and identify bad-debt risks.
• Coordinate with brokers, client service, operations, finance, and subject matter experts to resolve issues.
• Support reconciliations, audits, quality monitoring, month-end and quarter-end collection targets, and reporting.

Requirements

• Good understanding and knowledge of Microsoft Office, especially Microsoft Excel.
• One to three years of experience in accounting or financial processes is preferred.
• Strong written and verbal business communication skills.