PROFILE SUMMARY
The Billing Assistant supports the end-to-end billing and renewal operations by managing carrier documentation, verifying payments, coordinating with lenders, and assisting with policy renewals in Salesforce. This role ensures all billing tasks are completed accurately and on time prior to policy expiration. The Billing Assistant works closely with Account Managers and the Billing Team, contributing to smooth workflows, organized documentation, and reliable billing outcomes in a fast-paced environment.
JOB DETAILS
- Work from home
- Monday to Friday | 8:30 PM – 5:30 AM (Manila time)
- Will follow US holidays
RESPONSIBILITIES
1. Carrier Documentation & Policy Support
- Pull policy documents from carriers and ensure all required files are complete.
- Upload and attach relevant documents to carrier systems.
- Create and update renewal policies in Salesforce with accuracy and attention to detail.
2. Payment Processing & Follow-Up
- Verify and confirm payments for policy renewals.
- Call mortgage companies or lenders to follow up on outstanding or missing payments.
- Assist in locating renewal documentation when needed.
3. Administrative & Team Support
- Manage incoming tasks from Account Managers and assign them to the correct billing team member.
- Maintain organized and up-to-date records and documentation in Salesforce.
- Provide general administrative support to the Billing Team through email, SMS, or internal tools.
4. Collaboration & Communication
- Work closely with in-office and offshore teams to ensure seamless billing operations
- Participate in regular team meetings and contribute to team discussions
QUALIFICATIONS
- Prior experience in billing, insurance operations, or administrative support is an advantage.
- Proficiency in Microsoft Office and other digital tools; Salesforce experience is an advantage.
- Strong written and verbal communication skills, with confidence in making outbound calls to carriers, mortgage companies, and lenders.
- Ability to identify payment discrepancies or process issues and proactively recommend solutions.
- Highly organized, with strong attention to detail and the ability to maintain accuracy in high-volume workflows.
- Skilled at multitasking and managing competing priorities in a fast-paced environment.
- Self-motivated, proactive, and able to work both independently and collaboratively.
- Comfortable and effective in a remote work setting.