Deepti Abey
Premium Allocation Specialist @Manulife
Signup · Get unlimited contacts
WORK HISTORY
Premium Allocation Specialist @Manulife
Manulife is a Canadian multinational insurance and financial services company. As a Premium Allocation Specialist, I perform premium allocations for Group Benefits and prepare bills for self-admin clients, ensuring accurate processing, reconciliation, and compliance. I manage end-to-end premium allocations, reconciliations, and billing statement validations while collaborating with clients and internal teams to resolve billing and payment-related inquiries. My role requires precision, analytical thinking, and proactive problem-solving to maintain accurate financial records and ensure compliance with company policies and industry standards.Stepping into this role meant quickly familiarizing myself with multiple billing systems, payment management tools, and industry-specific jargon in an acronym-heavy environment. My role includes handling client inquiries, collaborating with underwriters and internal teams to resolve outstanding billing issues, and ensuring accurate journal entries and financial adjustments to maintain accurate records. I also ensure premium statements and payments are accurately processed within the administration system. Key Skills & Tools: Premium Allocations & Billing Reconciliations Billing Creation & Actualization for Self-Admin Clients Client Billing Statement Validation & Adjustments Journal Entries & Accounting Adjustments Cross-Functional Collaboration (Underwriters, Finance, Client Services) Client Communication & Issue Resolution Tools Used: MS Excel (Reconciliations, Fund Allocations, Pivot Tables, VLOOKUP) Manulife Payment Management Systems Manulife Billing Systems (Various - ASO, SBA, MC) Other Internal Tools (DAS, JIRA)
EDUCATION
Conestoga College
Post Graduate Certificate, Financial Technology
Indira Gandhi National Open University
Bachelor of Commerce - Finance & Accounts
Conestoga College
Postgraduate Certificate, Management and Leadership
Institute of Chartered Accountants of India
CA Inter
Mar Gregorios Memorial School
High School Diploma
ABOUT DEEPTI ABEY
I am a detail-oriented billing specialist with 5+ years of experience handling complex…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.