Collections Officer

7 days ago

Pasig, National Capital Region, Philippines Gallagher Full time ₱800,000 - ₱1,200,000 per year

Client Success Engagement

  • 100% of the premiums and commissions are collected from the insurer partners on the agreed turn around time.
  • Collection of CWT forms if client deducted WHT.
  • Make follow-ups via email, call and text.
  • Fast and accurate distribution of statement of accounts.
  • All inquiries of clients, insurers, and other business partners are properly addressed within the agreed timeline.
  • Point person for all direct payment with insurers.

Administration

  • Fast and accurate reconciliation of system data and insurer data per assured per insurer.
  • Fast and accurate monitoring of receivables aging of corporate and individual accounts.
  • Fast, accurate and timely preparation of the nationwide report of receivables.
  • Coordination with SBU messengers for any payment collections.
  • Monitor collection of checks
  • Ensuring payment application is correct on PR issued then endorsed to SBU's cashier for issuance of ORs.
  • Coordinate with AOs for no payment applications due to booking issues.
  • Monitor the issuance of invoices.
  • Monitor of all ORs on picked up payments by Insurers.
  • Sending e-copy of Official Receipts to Clients
  • Sending e-copy of Official Receipts to cashier for payment adjustments.
  • Monitoring of all payment adjustments if already posted.
  • Coordinating with the admin team for any transmittal of the hard copy of ORs.

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