Collection Support Associate (San Fernando)

DUTIES AND RESPONSIBILITIES

Clerical Support for Deliveries

Sorts policies/documents for deliveries daily.

Prepares monthly generated Statements of Accounts (SOA) for sending out to direct accounts.

Updates log of documents which have been delivered based on Delivery Receipts.

Sends out Renewal Notices/Policies of direct clients as requested by the lines.

Follow-up/Processing of Payments/Reconcilliation of Remittance Reports

Computes the amounts of rebate given to walk-in clients and prepares Approval Slip.

Issues provisional receipt for payments from walk-in clients or for post-dated checks.

Prepares and issues Approval Slips for payments.

Downloads Outstanding Accounts of direct accounts and branch receivables from the system into excel file monthly.

Follow-up checks/payments from Assured/person-in-charge through phone calls.

Follow-ups on payments of overdue accounts and short remittances through letters and phone calls.

Checks Remittance Reports (RR)

A Bit About You

Knowledge and experience in Insurance Industry is an advantage

Fresh graduates may apply

Applicants must be willing to work at San Fernando Branch

What We Need

BS Finance graduate; or any Business course;

Proficient in the use of Microsoft Office;

Great focus with attention to details and highly organized individual;

Adaptable to new responsibilities, pro activeness and passion for excellence

Industries:Outsourcing/Offshoring

Function: Others