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Collections Assistant (Bpi Ms Imus Branch)

Collections Assistant (Bpi Ms Imus Branch)

Bpi / Ms Insurance CorporationPhilippines, Philippines
30+ days ago
Job description

The position is responsible primarily in the management, reconciliation and timely collection of premium receivables arising from businesses generated from Retail Bancassurance, Agencies & Branches of both Head Office and Branches.

  • DUTIES & RESPONSIBILITIES
  • Collect the premiums receivables from Retail Bancassuarance, Agencies & Branches through issuance of provisional receipt.
  • Send statement of accounts, billing notices, reminder notices, other collection-related correspondence in a timely manner.
  • Prepare end of day collection, deposit and PDC report.
  • Act as the co
  • custodian of the company vault used as repository of the Company's Provisional Receipts (PR) and check payments which are for reconciliation and eventual turnover to the Cashier.
  • Process requests for Official Receipt issuance related to bulk remittances and send to the Intermediary within the prescribed TAT.
  • Coordinate with Intermediaries the collection of premium payments.
  • Processing of Salary Deduction (SD)
  • Process SMS notification.
  • Prepare purchase order.
  • Ensure that items booked temporarily as Suspense and APAY are cleared and disposed in a timely manner.
  • Assist in the resolution of UBCs.
  • Reconcile the statement of account and prepare the adjustment / payment requests on time.
  • Perform cancellation of accounts.
  • Monitor Level and aging of Retail Bancassuarance, Agencies & Branches
  • QUALIFICATIONS
  • Graduate of BS Accountancy, Accounting-Technology or any Accounting-related courses
  • With at least 3-5 years background in collections preferably in a Non-Life Insurance firm.
  • Experience in working with a large pool of data and high proficiency in MS Excel Application.
  • Proactive and can meet tight deadlines while maintaining accuracy and thoroughness.
  • Demonstrate flexibility and adaptable to changing reportorial requirements.
  • Experience in dealing with intermediaries, e.g.

agents, brokers, etc.

  • Willing to render overtime when the need arises.
  • Has a good understanding of financial statistics and accounting principles.
  • With good communication, customer service, analytical and interpersonal skills.
  • Preferably with experience in Insurance Branch Operations (Finance related).
  • Benefits
  • Company events
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Schedule :

  • 8 hour shift
  • Supplemental pay types :

  • Quarterly bonus
  • Yearly bonus
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    Collection Assistant • Philippines, Philippines