Credit and Collection Assistant

3 days ago

Makati City, National Capital Region, Philippines Paramount Life & General Insurance Corp. Full time ₱500,000 - ₱1,000,000 per year

About the role

This position is responsible for ensuring timely collection and close monitoring of the receivables of the branch in order to maintain the required receivable turnover (RTO)

What you'll be doing

  • Clean unallocated vouchers and payments and reconcile overdue accounts of various licensed agents.
  • Ensure that the statements of accounts are sent to agents and clients on a monthly basis and that payments are up to date
  • Do agent visitations to address matters on collection and commissions
  • Prepares commission summaries whenever needed
  • Collect payments as need arises
  • Assist in the preparation of regular reports on the status of client accounts
  • Provide support in the maintenance of accurate and up-to-date client account records

What we're looking for

  • Must be a Bachelor's degree holder, any/or business related course/s
  • Minimum 1 year of experience in a similar accounts receivable or collections role, preferably within the INSURANCE industry
  • Strong interpersonal and communication skills, with the ability to effectively negotiate with customers
  • Excellent attention to detail and problem-solving skills
  • Proficiency in Microsoft Office suite, particularly Excel and PowerPoint
  • Ability to work well in a team environment and under pressure to meet deadlines

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