Collections Assistant

2 weeks ago


Makati City, National Capital Region, Philippines Prudential Guarantee and Assurance, Inc. Full time
Monitors collection of accounts being handled by specific Account Officers

  • Prepares Receivables report every month end
  • Prepares Special Statement of Account as requested by clients
  • Verifies payments made and updates the list of outstanding accounts
  • Monitors collection/remittance from treasury department
  • Makes daily collection follow ups from the agent/brokers and prioritizes the overdue accounts
  • Meets with agents/brokers for reconciliation of accounts as needed
  • Provides daily update to superior on the status of accounts
  • Coordinates with the administration group on the preparation of cancellation letters, reminder and production letters sent to clients thru the account officer
  • Discusses and coordinates with the Account Officers the problem accounts and include these in the weekly Collection Meeting
  • Verifies premium deposits, overpayment and floating payments per agent/broker
  • Monitors commission on direct payments
  • Requests refund premium
  • Answers to client's queries
  • Attends collection meetings
  • Performs other functions that may be assigned from time to time

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