Hybrid Insurance & Accounts Finance Associate

About the Role

We are looking for a detail-oriented and proactiveInsurance & Accounts Executiveto support our operations. This role combinesinsurance claims processing, direct billing coordination, and finance support, working closely with the Head of Accounts.

This is a great opportunity for someone who enjoys bothoperational work and financial analysis, and wants to grow into a broader finance/operations role.

Insurance & Billing

• Process insurance claims accurately and in a timely manner
• Liaise with insurance companies fordirect billing approvals and follow-ups
• Track outstanding claims and ensure timely reimbursements
• Resolve billing discrepancies and documentation issues

Accounts & Bookkeeping

• Handle day-to-day bookkeeping (AP/AR, invoicing, reconciliations)
• Maintain accurate financial records and documentation
• Assist with month-end closing processes

Finance Support

• Work with the Head of Accounts on:
  
  Financial forecasting
  
  Cash flow tracking
  
  Profit & Loss (P&L) reporting
• Support budgeting and financial analysis tasks

Operations Support

• Improve internal processes for claims and billing efficiency
• Coordinate with internal teams to ensure smooth workflow

• 2–5 years of relevant experience in:
  Insurance admin / claims processing OR Accounts / bookkeeping OR a hybrid of both (preferred)
• Familiarity withinsurance claims or direct billing processesis a strong advantage
• Basic accounting knowledge (e.g. bookkeeping, reconciliations, P&L)
• Proficient in Excel (e.g. basic formulas, tracking)
• Strong attention to detail and organisational skills
• Good communication skills for liaising with insurers and internal teams

• Experience in healthcare / clinic / insurance environment
• Familiarity with accounting software (e.g. Xero, Quick Books)
• Exposure to financial reporting or forecasting

• Opportunity to work closely with finance leadership
• Exposure to both operations and financial strategy
• Career progression into senior finance or operations roles
• Supportive and collaborative team environment

Competitive and commensurate with experience ($3,500 – $5,000+)

Please submit your resume along with a summary of your experience in insurance claims and/or accounting.