Purpose of Job
The purpose of the job is to ensure the effective and efficient processing of account-related tasks, including billings and client accounts data management. The role aims to maintain accurate and up-to-date records, facilitate smooth operations, and support the overall operation functions of the organization.
Key Responsibilities
- Process billings in accordance with established policies and guidelines.
- Allocate receipts accurately and efficiently, ensuring proper documentation.
- Maintain records of billing and receipt transactions for auditing and reporting purposes.
- Manage data entry and update client account information into a database system.
- Conduct regular data quality checks to identify and correct any discrepancies or errors.
- Maintain physical filing systems for documents related to client accounts.
- Organize and file cover notes, policy documents, and other relevant paperwork.
- Coordinate the dispatch of courier items and track their delivery status.
Experience
- Preferable with working experience in centralized billings and/or operational shared services or a similar field.
Compliance
- Ensure compliance with all applicable Company and/or Group policies and procedures.
- Maintain accurate records and manage counterparty correspondences appropriately.
Knowledge, Experience and Skill
- Diploma or bachelor's degree in insurance, business management or related disciplines
- Minimum 1 year's working experience in similar or related field, in operations, billing, business processing, etc.
- Preferably possess professional insurance qualification and relevant knowledge of the principles of Insurance, product knowledge and practices
- Passion and drive, capacity to work independently
- Team player and respect for authority in the workplace
- Able to communicate effectively both orally and written in English.
- Advanced proficiency in Microsoft Office (Word, Excel and PowerPoint)
- Good organizational skills with attention to detail
