Collections Assistant

3 weeks ago


Makati City, 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
  • Collections Assistant

    3 weeks ago


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