08 Sep
|
Manulife
|
Alton
The Premium Allocation Specialist is responsible for ensuring that premium payments on different billing modes and methods are in place by the time the premium is due to keep the policy Inforce and review reinstatement application forms for lapse policies. The specialist has working knowledge to proficient product knowledge on basic work types and reports to Manager, Client Services. Position Responsibilities Review, analyze, interpret, and validate non-complex billing and/or commission work. Capture applicable data, calculate, prepare, and complete accounting including journal entries. Summarize, adjust, and balance client premium statements and payments using Excel. Allocate client premium payments accurately in administration systems. Support suspense management and financial reporting processes. Validate premiums for client renewals. Reconcile financial statements to the ASO Billing system. Collaborate with clients, underwriters, RGOs, and internal teams to resolve billing/
📌 Premium Allocation Specialist (Alton)
🏢 Manulife
📍 Alton