- Understanding of Insurance Finance and Accounting
- Working knowledge of Agency Billing and Direct Bill as part of agency billing landscape
- Ability to match/ reconcile 2 datasets
- Ability to identify inefficient/ineffective processes and develop recommendations to enhance controls and efficiency.
- Providing coaching and feedback to team members to enable them to improve their performance
- Handling Escalation and client queries
- Provide inputs on process and system to the team
- Excellent Communication Skills
- Understanding of Direct Billing & Agency Billing, Bill Date, Due Date, Fee Waives, Earned Premium and Cancellation & Reinstatement
- Understanding of Aging, past due & Delinquency reporting
- Assign work to the team members daily
- Review daily transactions & monitor completion of work
- Team management and Transaction Monitoring
- Improve efficiency
- Error analysis, volume trend analysis and mailbox management
- Client interaction, if required at supervisory level
- Ensure compliance with internal policies and procedures, external regulations and information security standards
- Management reporting and oversight
Graduate/ Masters in Accounting with 6 - 8 years of operational experience