Team Leader: Credit Control

Position Purpose
:
To manage team of Credit Controllers focusing on improving premiums collections reducing bad debt by ensuring efficient processes.

Experience: 2 to 3 years’ experience as a Billing specialist or Billing/Credit control team leader within the medical aid administrator or Insurance.

Qualifications: Grade 12
Tertiary qualification in Accounting, Finance or related field.

KEY PERFORMANCE AREAS

• Manage performance of credit control team and offer coaching on a month-to-month basis. Create a team of high performers by managing their key performance indicators
• Sign off refunds to members and groups and make sure credit control policy is adhered to. Manage the arrears percentages through management of age analysis daily and ensure compliance.

Reporting:

• Monitor team performance in line with key performance matrix, generate reports and contribute to overall financial controls.
• Address any discrepancies or issues that arise during reconciliation through report tracker.

Processes:

• Manage billing for medical memberships, including generating statements, processing payments, and handling all discrepancies.
• Track membership status and update records accordingly.

Record Keeping:

• Maintain accurate records of all financial transactions, including movements, payments allocation, refunds and correspondence with groups.
• Ensure records are organized and accessible for audits and reference.

Customer Service:

• Address and resolve inquiries from groups, brokers and members related to billing and payments.
• Provide support and clarification on billing issues, payment statuses, and membership details.

Compliance and Reporting:

• Ensure that all billing and payment activities comply with relevant regulations and organizational policies.
• Prepare reports on accounts payable activities, membership billing, and payment statuses for management.

Coordination:

• Work closely with other departments (e.g., finance, administration) to ensure accurate and efficient handling of financial transactions and membership management.
• Coordinate with administrator and brokers to resolve billing issues and disputes.

Skills and Abilities

• Understanding of financial principles and practices related to accounts payable and billing.
• Experience with Billing systems, and familiarity with medical billing scheduling and processes.
• Ability to manage multiple tasks, prioritize workloads, and maintain organized records
• Capability to resolve discrepancies, address billing issues, and find solutions to financial challenges.
• Strong verbal and written communication skills for interacting with groups, members, and internal teams.
• Focused on providing excellent service to members and resolving their billing-related concerns effectively.
• Awareness of relevant regulations and standards governing medical billing and accounts payable. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

PHA has its head office in Westville, Kwa Zulu-Natal. It operates country-wide with a nationally linked network and uses a robust, flexible, as well as integrated system to ensure efficient and effective administration of membership and benefits.