Collections Specialist
AXA
- Makati City, Metro Manila
- Permanent
- Full-time
- SOA preparation - resources will handle GenSan & CDO accounts
- Follow-up payments and ensure timely collection of outstanding accounts
- Receives payment and issues provisional receipts (PR) as needed
- PDC warehousing – accepts PDC as premium payment provided it’s still within the agent’s credit term
- Encode provisional receipts, cash, and PDCs (post-dated checks) received for the day in the Daily Collection Report for the Supervisor’s review and reconciliation before submission to the Cashier for receipting
- Prepares and reconciles remittance schedule, for bulk payments, and submits for OR issuance
- For accounts with overpayment - prepare credit memos and journal vouchers, and submit them to Accounting for adjustment
- Sends final notices to Branch heads, and intermediaries and assures before cancellation of policies
- Attends to queries and concerns of intermediaries, assured, and distribution.
- Close coordination with branch heads and other salespeople from within the branch
- Recommends improvements on how to address procedural errors, delays & efficiency of service
- College graduate, preferably business-related courses
- Action-oriented
- Composure
- Customer Focus
- Integrity and trust
- Peer relationship
- Oral & Communication skills
- Proficient in Microsoft Office