Billing Configuration Migration
Objective: Migrate billing configuration data from Excel spreadsheets and legacy systems into internal portals, ensuring accuracy, completeness, and proper approvals.
Key Responsibilities
- Review and audit existing Excel billing configuration data.
- Enter, edit, and update group billing configurations in the portals.
- Validate data accuracy and submit groups for approval.
- Perform quality assurance (QA) on submitted configurations.
- Review and approve billing configurations within the portals.
- Audit existing billing configurations to identify and correct discrepancies.
- Update premium builders and billing configurations as part of the renewal process.
Required Proficiency
- Excel: Intermediate. Can review, reconcile, and validate large datasets.
- Data Entry & System Navigation: Intermediate. Can work efficiently across multiple portals.
- Billing Configuration Knowledge: Intermediate to Advanced. Understands billing structures, premium calculations, and configuration requirements.
- Quality Assurance: Strong attention to detail. Can identify discrepancies and validate accuracy.
- Analytical Skills: Can troubleshoot data inconsistencies and resolve configuration issues.
2. Renewals
Objective: Support the end-to-end renewal process, including rate creation, renewal packet preparation, submission, and quality assurance.
Key Responsibilities
- Create and update renewal rates.
- Prepare and submit renewal packets.
- Validate renewal information for accuracy and completeness.
- Perform QA on rates, renewal packets, and submissions.
- Identify and resolve discrepancies before final processing.
- Coordinate billing configuration and premium builder updates associated with renewals.
Required Proficiency
- Excel: Intermediate. Can work with rates, calculations, and renewal data.
- Rate Development: Intermediate to Advanced. Understands rating methodologies and premium calculations.
- Renewal Processing: Intermediate. Familiar with renewal workflows, documentation, and submission requirements.
- Quality Assurance: Can validate rates, documentation, and system accuracy.
- System Navigation: Can work across renewal and billing platforms.
Preferred Qualifications
- Experience in insurance, benefits administration, billing, or renewals.
- Ability to learn internal systems quickly and work independently.
- Strong Excel proficiency and attention to detail.
- Ability to meet high-volume processing deadlines.
- Must be residing in Metro Manila