Debtors Clerk

SUMMARY:
Are you a detail-oriented and deadline-driven individual with a passion for financial accuracy and efficiency?

POSITION INFO:
My client is looking for a proactive Debtors Clerk to join their dynamic finance team. If you thrive in a high-performance environment and have a solid understanding of invoicing processes and debtor controls, then this could be the perfect opportunity for you.

This role is based in Centurion.

Key Responsibilities:

• Daily Tasks:
  • Invoice insurers within 48 hours of case validation and submit for payment with full supporting documentation.
  • Close invoiced tasks promptly by uploading invoiced files to the CCA system.
  • Invoice incident revenue as per client-specific agreements.
  • Process invoice amendments and credit notes within 24 hours of approval from the Finance Manager.
  • Ensure accurate document management by saving all invoices and supporting documents in their designated folders, as per business processes.
  • Manage and resolve all cancelled and closed cases on the dashboard, including any applicable incident fees.
  • Meet daily, weekly, and monthly invoicing targets.
  • Attend to email and phone queries within 48 hours, ensuring clear communication and task closure.
  • Resolve CCA tasks promptly within the required timeframe.
• Weekly Tasks:
  • Process and submit invoices for liabilities and recovery commissions.
  • Update third-party systems with debtor notes after invoicing commissions.
  • Log tasks for all claims commission invoices, to ensure timely payment processing.
• Monthly Tasks:
  • Complete all revenue invoicing by the third working day of the month, to meet financial reporting deadlines.
  • Liaise with IT and clients to obtain the necessary member files for accurate billing.
  • Prepare and submit the PSG SP recovery report as per the monthly schedule.
  • Generate and submit invoices for generic SP recovery and cash-based Bordeaux, in line with due dates, to ensure payment timelines are met.
  • Process legal rejection and AOD commission invoices as per agreed schedules.
  • Raise legal file fee invoices twice a month to maintain a manageable workload.
• Dashboard Maintenance:
  • Ensure that all validated cases are invoiced and dashboards are actively maintained across categories including invoice insurer, incident management fees, and client (e.g., ABSA).
  • Address and resolve all dashboard queries within 48 hours to avoid delays.
  • Escalate unresolved or problematic cases to the Debtors Team Leader when necessary.

• Completed Matric.
• Proven experience in a Debtors Clerk or a similar financial administration role.
• Strong understanding of invoicing and debtor control processes.
• Excellent time management and organisational skills.
• High level of accuracy and attention to detail.
• Proficient in MS Office and financial systems (experience with CCA and third-party platforms beneficial).
• Effective communicator with the ability to resolve queries efficiently.
• Able to work well under pressure and meet strict deadlines.