Billing & Collections Analyst – US P&C Insurance

PNI Business Solutions, Inc.; Metro Manila; On-site; PHP 335,000 - 603,000; Full time

Job summary

PNI Business Solutions, Inc. is seeking a Billing & Collections Analyst to support invoicing, collections, cash application, reporting, and reconciliation, ensuring billing data quality and timely cash receipt processing.

You will coordinate with brokers, underwriters, finance, and onshore teams to resolve inquiries and maintain accurate AR records. Ideal candidates have up to 2 years in finance/insurance roles, solid Excel skills, and attention to detail.

Qualifications

• 0–2 years experience in Insurance, AR, Billing, Collections or Finance.
• Basic to intermediate knowledge of US P&C insurance lifecycle.
• Knowledge of invoicing, premium receivables, collections, cash application, and reconciliation.
• Ability to interpret binders, slips, policy terms and premiums.
• Basic Excel skills with VLOOKUP/XLOOKUP and PivotTables.
• Attention to detail and data reconciliation skills.
• Strong written and verbal communication.
• Graduate degree in Commerce, Insurance, Finance or related field.

Responsibilities

• Support invoicing, collections, cash application, and reporting activities.
• Review policy, binder, slip, customer, and premium data for billing accuracy.
• Monitor premium receivables and support timely collection activities.
• Apply and reconcile cash receipts against invoices and premium balances.
• Perform billing, cash application, and reconciliation quality checks.
• Prepare and maintain periodic AR, collections, and cash application reports.
• Investigate billing discrepancies and unapplied/incorrect cash transactions.
• Coordinate with Brokers, Underwriters, Bound, Finance, and onshore teams to resolve queries.
• Support process training, ad-hoc projects, tool development, and process improvements.

Skills

Accounts Receivable

Billing

Collections

Finance

Excel

Data reconciliation

Attention to detail

Communication

Education

Graduate degree in Commerce/Insurance/Finance or related field

Tools

Excel

PivotTables

Job description

ABOUT THE ROLE

The Billing & Collections - Analyst will support invoicing, collections, cash application, reporting, reconciliations, and billing quality checks while coordinating with Brokers, Underwriters, Finance, and onshore teams.

KEY RESPONSIBILITIES

• Support invoicing, collections, cash application, and reporting activities.

• Review policy, binder, slip, customer, and premium data for billing accuracy.

• Monitor premium receivables and support timely collection activities.

• Apply and reconcile cash receipts against invoices and premium balances.

• Perform billing, cash application, and reconciliation quality checks.

• Prepare and maintain periodic AR, collections, and cash application reports.

• Investigate billing discrepancies and unapplied/incorrect cash transactions.

• Coordinate with Brokers, Underwriters, Bound, Finance, and onshore teams to resolve queries.

• Support process training, ad-hoc projects, tool development, and process improvements.

MUST-HAVE QUALIFICATIONS

• 0–2 years of experience in Insurance, Accounts Receivable, Billing, Collections, or Finance.

• Basic to intermediate understanding of the US P&C insurance lifecycle.

• Knowledge of invoicing, premium receivables, collections, cash application, and reconciliation.

• Ability to interpret binders, slips, policy terms, premiums, and customer data.

• Basic Excel skills, including VLOOKUP/XLOOKUP, PivotTables, filtering, and data validation.

• Strong attention to detail and ability to perform data checks and reconciliations.

• Good written and verbal communication skills.

• Graduate degree in Commerce, Insurance, Finance, or a related field.