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