Collections Senior Specialist

2 weeks ago

Makati, Philippines AXA 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 College graduate, preferably business related courses Action oriented Composure Customer Focus Integrity and trust Peer relationship Oral & Communication skills Proficient in Microsoft Office #J-18808-Ljbffr

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