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Billing Specialist & Customer Service Retention Ma
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5 months ago1242 views
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General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description
Key Responsibilities
Department Design & Leadership
Experience & Skills:
Department Design & Leadership
- Partner with leadership to build out the Finance & Customer Support department, including staffing, systems selection, and SOP development.
- Design scalable workflows for billing, retention, missed collections, and client escalation handling.
- Set up foundational reporting, KPIs, and feedback loops to track billing health and customer satisfaction.
- Architect and manage end-to-end debit order processes, including collections, retries, reversals, and reporting.
- Liaise with debit order service providers and ensure technical and financial alignment.
- Administer insurance policy books with accurate reconciliation of premium payments vs. policy status.
- Oversee missed debit resolution and develop proactive collection strategies.
- Track and escalate premium-related issues to ensure policy integrity and compliance.
- Handle and resolve customer queries related to claims, billing issues, missed payments, and cancellations.
- Build and train a customer support team capable of managing inbound and outbound retention workflows.
- Implement retention strategies for clients at risk of lapsing, using data-driven engagement and objection handling.
- Ensure a seamless claims experience by coordinating with underwriters and policy administrators.
- Document all billing, retention, and support processes for internal use and audit compliance.
- Ensure strict POPIA compliance in all customer communications and data handling.
- Contribute to onboarding new insurance products/books, ensuring systems and service readiness.
Experience & Skills:
- 3+ years in billing, finance operations, customer service, or insurance administration.
- Proven ability to manage and improve debit order collection systems.
- Demonstrated experience in building or scaling a support or finance function.
- Proficiency in using CRM and ticketing systems (e.g., Salesforce, Zoho, Freshdesk).
- Strong analytical, process-mapping, and reconciliation skills.
- Excellent communication, leadership, and negotiation skills.
- Insurance, claims, or financial services background.
- Project management experience.
- Experience with tools like Debi Check, Netcash, Sage, or Xero.
- Competitive market salary + performance incentives.
- Flexible working model (remote/hybrid).
- Hig
https://www.executiveplacements.com/Jobs/B/Billing-Specialist--Customer-Service-Retention-Ma-1200072-Job-Search-07-03-2025-10-06-35-AM.asp?sid=gumtree
Id Subtitle 1328825542
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Executive Placements
Selling for 11+ months
Total Ads4.77K
Active Ads4.77K
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4.77KTotal Ads
9.70MTotal Views
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BookkeeperJoin a dynamic creative media agency supporting innovative brandsGlen Ashley, Durban | R18 000-R20 000About Our ClientOur client is a forward-thinking creative media agency known for delivering impactful digital and brand solutions. With a collaborative team and a fast-paced environment, they pride themselves on innovation, quality, and strong client partnerships. As the business continues to grow, they offer a supportive workplace where talent can thrive and contribute meaningfully.The Role: BookkeeperThis role provides financial and administrative support to the Senior Accountant, focusing primarily on client billing, accounting tasks, and office administration. It is a temporary 3-month contract with the potential to become permanent, offering a blend of operational finance duties and day-to-day business support.Key ResponsibilitiesManage client billing processes on Magnetic (training provided)Load invoices to various client systems as required (training provided)Handle client billing queries efficientlyEnsure accurate flow of invoicing into XeroProcess bank statements and perform ledger allocations in XeroComplete bank reconciliationsUpdate asset registers and insurance schedulesAssist with maintaining internal finance trackersManage staff claims and reimbursements (approximately 10 per month)Process ad hoc and monthly creditor paymentsHandle office administration including stationery orders and travel bookingsSupport general office tasks and assist with any ad hoc operational requirementsAbout You3+ years of bookkeeping or finance admin experienceProficiency in Xero or similar accounting softwareStrong attention to detail and accuracyAble to manage multiple responsibilities efficientlyGood communication and interpersonal skillsComfortable in a fast-paced, collaborative environmentExperience with Magnetic or similar billing systems is a plus (training provided)
https://www.jobplacements.com/Jobs/B/Bookkeeper-1244720-Job-Search-12-5-2025-3-42-45-AM.asp?sid=gumtree
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