Premium Associate
Quezon City, PH
5d ago

Job Description :

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Key Accountabilities :

  • Review, analyze, interpret and validate non-complex billing and / or commissions work
  • Gather applicable data, calculate, prepare and complete accounting which includes Journal Entries
  • Summarize, adjust and balance and client premium statements and payments using excel to ensure accurate input on the administration systems
  • Allocate client premium payments accurately and in a timely manner on the applicable administration systems
  • Support suspense management and all financial reporting and investigation processes which may include providing direction on coding of adjustments and / or completion of required coding on applicable admin system / s
  • Validate premiums in preparation for client renewals
  • Reconcile financial statements to the ASO Billing system
  • Interact with the Client, Underwriters, RGO’s and other CFS Staff to understand the client’s requirements or to resolve any billing / payment related issues including outstanding payment, billing issues
  • Consistently achieving established service commitments including both individual productivity / quality goals and service standards as defined by the department's clients
  • Other tasks / responsibilities as assigned / required
  • Minimum Skills Requirement to Hire :

    Qualifications :

  • Graduate of any 4-year Bachelor's Degree course (Internal / external)
  • Candidate must meet job expectations and pass all performance metrics in his / her current team (Internal)
  • Above average written and verbal communication skills. Ability to converse effectively using English language
  • Ability to clearly understand and act on presented problem statement
  • Ability to compose a grammatically correct, clear and concise email
  • Candidate must demonstrate good problem solving skills
  • Speedy key boarding skills of at least 35 words per minute and strong attention to details
  • Candidate must have good organizational and time management skills with the ability to be flexible to changing environments and meet tight deadlines
  • Minimum Technical Skills :

  • Fund allocation
  • Basic spreadsheet skill knowledge on formatting and formulas
  • Research skill
  • Minimum Skill Requirements to Go-live :

  • Good understanding of teams Product
  • Basic Operational knowledge of teams tools and systems
  • Basic working knowledge of teams Processes
  • Tools Specific Knowledge :

  • Pink Tool
  • Product Specific Knowledge :

  • Knowledge of company plans / line of business, riders and benefits
  • Process Specific Knowledge :

  • Able to identify the complex and non-complex transactions
  • Knowledge on Premiums, payments and other group / Sponsor Plan related processes
  • Knowledge of insurance contract law and state legislative requirement
  • BU and MBPS Compliance
  • BU and MBPS Contacts
  • Good understanding of Service Level / Key Metrics
  • Apply
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