Finance Trainee - Claims & Billing

The Finance Trainee, Claims & Billing, will support the Insurance Claims Officer and the Billing & Revenue Reconciliation Officer in the day-to-day processing, monitoring, and reconciliation of insurance claims and clinic revenue. This is a hands-on learning role designed to build a strong foundation in healthcare billing, claims management, and revenue tracking within a fast-paced digital health environment.

Reporting Line

Reports to: Finance Manager

Works closely with: Insurance Claims Officer, Billing & Revenue Reconciliation Officer

1. Claims Processing Support

• Assist in the accurate preparation and submission of insurance claims across all service points.

• Verify completeness of claim documentation before submission, including clinical notes and billing codes.

• Help track and update claim status across platforms such as M-TIBA, SLADE, and EDI portals.

• Follow up on pending, queried, or delayed claims under the guidance of the Insurance Claims Officer.

2. Billing & Invoice Tracking

• Track daily invoices and claims generated across service points and confirm alignment with services rendered.

• Support accurate allocation of insurance payments to the corresponding invoices.

• Identify and flag billing discrepancies or revenue gaps for review by the Billing Officer.

3. Reconciliation Support

• Assist in maintaining and updating Statements of Account (SOAs) for insurance providers.

• Support monthly reconciliation exercises, including preparation of supporting documentation.

• Help prepare and file reconciliation records in an organised manner for audit readiness.

4. Reporting & Documentation

• Assist in preparing weekly reports on claims processed, submitted, pending, rejected, and paid.

• Maintain well-organised claims records, both electronic and physical, to support audits and follow-ups.

• Provide data inputs for daily revenue and payout reports as directed.

5. Internal Support

• Respond to basic claims queries from the front desk and medical teams with guidance from senior officers.

• Support the pre-authorisation process by tracking submissions and follow-ups with insurance providers.

• Assist with any other finance and operations tasks as assigned.

• A degree in Finance, Accounting, Business Administration, or a related field (recent graduates welcome).
• Strong attention to detail and a methodical approach to tasks.
• Comfortable working with spreadsheets and data, proficiency in Microsoft Excel is essential.
• Ability to work in a team environment and communicate clearly across departments.
• A genuine interest in healthcare finance and a willingness to learn.