Collections Specialist

Client Success Engagement

1. 100% of the premiums and commissions are collected from the insurer partners on the agreed turn around time.
2. Collection of CWT forms if client deducted WHT.
3. Make follow-ups via email, call and text.
4. Fast and accurate distribution of statement of accounts.
5. All inquiries of clients, insurers, and other business partners are properly addressed within the agreed timeline.
6. Point person for all direct payment with insurers.

Administration

1. Fast and accurate reconciliation of system data and insurer data per assured per insurer.
2. Fast and accurate monitoring of receivables aging of corporate and individual accounts.
3. Fast, accurate and timely preparation of the nationwide report of receivables.
4. Fast and accurate in handling adjustments for direcly paid accounts
5. Coordination with SBU messengers for any payment collections.
6. Monitor coll...