Senior Client Advocate

Job Summary

A company is looking for a Senior Client Advocate.

Key Responsibilities

• Act as the key liaison between clients and the company for accounting and collection matters
• Reconcile open balances and generate daily payment reports to ensure timely premium collection
• Create and update Excel collection reports and prepare client statements for collection

Required Qualifications, Training, and Education

• Advanced proficiency in MS Office Suite, particularly Excel
• Strong analytical and strategic thinking abilities
• Experience in financial record interpretation and discrepancy identification
• Organizational and time management skills to handle multiple deadlines
• Experience in problem-solving and negotiation within a financial context