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Billing Operations Specialist

1 week ago

Taguig, National Capital Region, Philippines Sun Life Financial Full time

Sun Life Financial is a leading international financial services organization providing a range of protection and wealth products. We're seeking a highly skilled Billing Analyst to join our Fees and Billing Team.

The Billing Analyst will be responsible for preparing regular monthly, quarterly, and annual invoices issued to our clients. This includes coordinating and managing fee information requests from various internal teams; preparing calculation files to determine the fees that have been invoiced; and inputting data in the billing system to generate an accurate invoice to our clients.

Key Responsibilities:
  • Prepare monthly, quarterly, and annual fee invoices to clients based on existing billing details and schedules
  • Manage and coordinate fee information from internal teams
  • Extract data and run reports from administration system to gather invoicing information
  • Prepare calculation files to determine the amount of fees that have been invoiced
  • Ensure fees invoiced to client agree to the signed agreement and amendments
  • Monitor fee changes to ensure billing details and schedules are updated accurately
  • Maintain the client billing profile to ensure any changes are updated accurately
  • Manage invoice and billing-related inquiries and correspondence to resolve questions
  • Analyze fees billed to client by comparing the amount to the previous bill to explain any significant changes
  • Discuss and share any unusual results and findings with the team