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

Tasks

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.

Requirements

• 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.