Roles & Responsibilities:

• Develop and generate daily outstanding reports for P&C and Life corporate accounts using the designated financial reporting tools to ensure timely tracking of receivables and monitor overdue payments.
• Support the preparation of monthly Management Information System (MIS) reports for P&C and Life outstanding, ensuring accurate and timely data input for senior management reviews.
• Facilitate regular meetings with major clients to address any collection-related issues and strengthen business relationships, ensuring smooth cash flow and fostering long-term partnerships.
• Prepare and send monthly cancellation statements to agents and brokers, following up to ensure timely resolution and compliance with company policies for accurate record-keeping.
• Execute cycles for claims verification, returned cheques, delivery policies, and zero receipt procedures, ensuring proper documentation and timely follow-up to maintain accurate financial records.
• Prepare and send monthly follow-up communications on medical accounts, including generating suspension lists, to maintain accuracy and compliance with medical payment schedules.
• Prepare and submit credit analysis forms for customers requesting credit payment facilities, ensuring thorough evaluation of financial standing for risk management and informed decision-making.

Required Qualifications:

• Bachelor’s degree in accounting, Finance, or a related field.
• 1 – 3 years of experience in the accounting field.