BATTERY4U SDN BHD Hiring! Full Time Insurance Admin in Federal Territory, Earn up to MYR 2,200 - Ricebowl

Key Responsibilities:

1. INSURANCE CASE MANAGEMENT

• Manage and monitor all insurance cases, currently 700+ cases, ensuring complete and accurate records are maintained.
• Review and verify case information between Google Sheets and CRM, identify discrepancies and ensure no completed case is missed from invoicing.
• Case Status: Completed → Pending Documentation → Ready for Invoice → Invoiced → Submitted → Rejected → Resubmitted → Paid / Outstanding.

2. DOCUMENTATION & CASE CHECKING

• Act as the second-level checker after the Customer Service team and Technician Rider.
• Verify Case ID, customer information, vehicle registration number, date/time, location, service type, Technician Rider details, job completion status, supporting documents, proof of service, required photos and invoice information.
• Follow up with the relevant party for any missing, incomplete or incorrect information before insurance submission.

3. INVOICE MANAGEMENT

• Review completed cases ready for invoicing and verify service rates according to the insurance partner agreement.
• Prepare/generate invoices through the CRM and ensure invoice numbers, case references, invoice amounts, calculations and service types are accurate.
• Conduct a final review before submission and prevent duplicate, missing or incorrect invoices.

4. TALLYING & RECONCILIATION

• Ensure all completed cases are properly accounted for throughout the process: Completed Cases = Invoices Created = Invoices Submitted = Invoices Paid Identify, investigate, follow up and resolve any discrepancies.
• Maintain an updated reconciliation record so all completed cases are properly accounted for.

5. PAYMENT FOLLOW-UP

• Monitor submitted invoices, payment due dates and outstanding balances.
• Maintain the outstanding payment tracker, follow up with insurance partners on outstanding and overdue invoices, record payment follow-ups and update payment status once payment is received.
• Report outstanding payments to Management and escalate significantly overdue payments when required.

6. COORDINATION WITH CUSTOMER SERVICE

• Work closely with the Insurance Customer Service Agents from service request through payment reconciliation.
• Customer Service Workflow: Receive Request → Dispatch → Assign Rider → Follow Up → Complete Job Insurance Operations & Admin Workflow: Check → Invoice → Submit → Tally → Follow Up → Payment → Reconciliation

7. GOOGLE SHEETS & CRM MANAGEMENT

• Ensure information between Google Sheets and CRM is accurate, complete and consistent.
• Investigate and correct discrepancies before invoicing or submission and ensure all case records and statuses are updated accurately and on time.

8. BUSINESS DEVELOPMENT & CORPORATE PROGRAM SUPPORT

• Support the BD Department when required.
• Assist the BD team in meetings with insurance partners to understand the overall process flow and partnership requirements from onboarding through full operational and payment processes.
• Gain exposure to the insurance partnership process, including onboarding, case operations, invoicing, submission, payment and reconciliation.
• Prepare and provide monthly sales figures for the BateriHub Corporate Program (BCP) before the monthly Management Meeting, ensuring the figures and reports are accurate and submitted on time.
• Provide additional support to BD for insurance-related partnerships and projects when required.

9. KEY PERFORMANCE EXPECTATION

• Every completed insurance case must be properly accounted for from service completion until payment, with minimal errors and no missed invoices.
• Overall Objective: Completed Cases → Verified → Invoiced → Submitted → Paid → Reconciled

Job Types: Full-time, Permanent

Pay: RM1,900.00 - RM2,200.00 per month

Benefits:

• Opportunities for promotion
• Professional development

Work Location: In person