Collections Specialist

• 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

AXA