Insurance & Accounts Executive

About the Role
We are looking for a detail-oriented and proactive

Insurance & Accounts Executive

to support our operations. This role combines insurance claims processing, direct billing coordination, and finance support, working closely with the Head of Accounts.

This is a great opportunity for someone who enjoys both operational work and financial analysis, and wants to grow into a broader finance/operations role.

Key Responsibilities
Insurance & Billing

Process insurance claims accurately and in a timely manner

Liaise with insurance companies for direct billing approvals and follow-ups

Track outstanding claims and ensure timely reimbursements

Resolve billing discrepancies and documentation issues

Accounts & Bookkeeping

Handle day-to-day bookkeeping (AP/AR, invoicing, reconciliations)

Maintain accurate financial records and documentation

Assist with month-end closing processes

Finance Support

Work with the Head of Accounts on financial forecasting

Track cash flow

Report on Profit & Loss (P&L)

Operations Support

Improve internal processes for claims and billing efficiency

Coordinate with internal teams to ensure smooth workflow

Requirements

2–5 years of relevant experience in insurance admin / claims processing OR accounts / bookkeeping OR a hybrid of both (preferred)

Familiarity with insurance claims or direct billing processes is a strong advantage

Basic accounting knowledge (e.g., bookkeeping, reconciliations, P&L)

Proficient in Excel (e.g., basic formulas, tracking)

Strong attention to detail and organisational skills

Good communication skills for liaising with insurers and internal teams

Nice to Have

Experience in healthcare / clinic / insurance environment

Familiarity with accounting software (e.g., Xero, QuickBooks)

Exposure to financial reporting or forecasting

What We Offer

Opportunity to work closely with finance leadership

Exposure to both operations and financial strategy

Career progression into senior finance or operations roles

Supportive and collaborative team environment

Salary Range
Competitive and commensurate with experience ( $3,500 – $5,000+ )

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