Collections Specialist
- Philippines
- Permanent
- Full-time
- SOA preparation
- Follow-up payments and ensures 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, and PDCs (post-dated checks) received for the day in the Daily Collection Report for Supervisor’s review and reconciliation before submission to Cashier for receipting
- Prepares and reconciles remittance schedule, for bulk payments, and submit for OR isssuance
- For accounts with over payment - prepares credit memo and journal vouchers, submit to Accounting for adjustment
- Sends final notices to Branch heads, intermediaries and assured prior to cancellation of policies
- Attends to queries and concerns of intermediaries, assureds and distribution.
- Close coordination with branch heads and other sales people from within the branch
- Recommends improvements on how to address procedural errors, delays & efficiency of service
- Action oriented
- Composure
- Customer Focus
- Integrity and trust
- Peer relationship
- Oral & Communication skills
- Proficient in Microsoft Office