Policy Admin Executive (Property & Casualty)

Key Responsibilities

• Manage day-to-day P&C billing, premium administration, payment reconciliation and related finance operations.
• Review and verify premiums, invoices, billing details and policy records to ensure accuracy.
• Process billing adjustments, Debit Notes and other required billing documents.
• Monitor and reconcile client and insurer Statements of Accounts (SOAs), investigate discrepancies and follow up on outstanding or aged items.
• Track premium collections and payments to insurers and ensure timely resolution of discrepancies and outstanding balances.
• Assist with commission reconciliation and other finance-related operational matters for P&C accounts.
• Maintain accurate and up-to-date billing, payment, policy and client records in relevant systems.
• Support policy administration for P&C accounts, including new business, endorsements, policy changes, cancellations and renewals.
• Prepare policy administration documents, schedules, renewal data and other supporting documentation.
• Liaise with insurers, Finance, Account Managers and internal teams on billing, reconciliation, policy administration and account servicing matters.
• Ensure all transactions and requests are processed accurately and within established turnaround times.
• Escalate complex or unresolved billing, payment, reconciliation and policy administration issues to the Manager.
• Perform other ad-hoc duties and assignments as requested by the Manager.

Requirements

• Diploma holder with a minimum of 2-3 years of working experience in the insurance industry.
• Exercises good judgement and discretion, with a strong customer and quality focus.
• Proficient in Microsoft Excel (preferred).
• Strong attention to detail, with excellent written and verbal communication skills.
• Takes ownership and accountability for assigned tasks, with the ability to prioritize work effectively and see tasks through to completion.
• More experienced insurance billing specialists are expected to work with minimal direction and supervision.