Technical Accounts Executive
Responsibilities
Review and report on Credit Control matters
Supervise the Technical / Billings and Credit Control team
Ensure the Department's Standard Operating Procedures (SOP) and other processes are being adhered upon
To check with the Underwriting and Claims Departments that the data (from underwriting / business register and claims report) keyed into the Combined Business Analysis (CBA) report is complete and accurate and to maintain the data in the CBA
To ensure proper data flow from the CBA to the Debit Notes / Credit Notes (DN/CN) Register and ensure the data in the DN/CN Register is complete and accurate
Supervise the data entry from the DN/CN Register to the Accounting System (Autocount / UBS) by the Billings and Credit Control Team
Perform a monthly reconciliation between:
Data from Underwriting and Claims Department to the CBA
Data from the CBA - DN/CN Register to the financial ledger (as per the Accounting System)
To highlight the respective departments of any problematic accounts/workings on premium and claims.
Liaise with internal departments and third parties such as insurer, broker and financial advisors regarding technical accounting and credit control matters
Produce reports pertaining to Technical and Credit Control operation
Coordinate with on other internal projects such as on actuarial work and assessment, rating assessment and Transfer Pricing Documentation.
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