Manage the full cycle of invoice and premium note issuance, validation, and distribution accurately and in a timely manner.
Prepare periodic accounts receivable reports and proactively follow up (reminders) on outstanding receivables to maintain healthy cash flow.
Perform bank reconciliation related to payments received from invoices and premium notes.
Prepare vouchers for each incoming transaction and maintain the premium note tracker with high accuracy.
Update and maintain insurance policy details and manage the Netting Account Receivable process, particularly for Premium Notes of PT Cermati Pialang Asuransi.
Maintain a well-organized, secure, and structured financial documentation and filing system.
Ensure timely completion of weekly and monthly closing reports.