1. Handling the billing process end to end
2. Working on data reconciliation- unmapped, deals mismatched, etc.
3. Assisting with following up with the insurers for the billing data, parallelly negotiating with suppliers & taking all the statements by the 10th- 12th of every month
4. Helping in following up with the finance & insurer & internal stakeholders for final invoicing collections
5. Working towards ensuring that we meet our collection targets monthly
6. Managing monthly/quarterly closure- ensuring that we take all the confirmations on time, no outstanding should be there
7. Managing receivable days- not more than 25 days
8. Providing day-to-day support to the insurer's SPOC query by coordinating with the suppliers/internal stakeholders (data cleaning, tech requirements, insurer's MIS, etc.)
9. Handling yearly reconciliation
10. Managing billing tracker- ensuring we keep all the statements in one file/system vs. payout
Additional information:
1. One POC for all insurers for any sales, legal, finance, IT & for any other assistance
PBPartners (PolicyBazaar) is one of India's fastest-growing, web-based platforms for all types of insurance products. Our ingenious technology platform ensures that its partners and clients get access to instant quotes from leading insurance providers, along with the best service and technical support.
