Branch Payments & Reconciliation Specialist

Fortune Life Insurance Company; Cabanatuan; On-site; PHP 180,000 - 300,000; Full time

Job summary

Fortune Life Insurance Company in the Philippines seeks a Payments Clerk to collect premium payments, issue receipts, and maintain accurate transaction records.

The role covers managing payouts for claims and refunds, reconciling daily transactions, preparing financial reports, and addressing payment-related inquiries while ensuring compliance with company guidelines; cash handling is essential.

Qualifications

• Cash handling proficiency and accuracy in recording transactions.
• Strong attention to detail for precise financial records.
• Experience with standard financial record keeping practices.
• Ability to interact with customers and address basic billing questions.

Responsibilities

• Collect premium payments, issue receipts, and maintain accurate transaction records.
• Manage payouts for claims, refunds, or commissions while ensuring compliance with company guidelines.
• Reconcile daily transactions, prepare financial reports, and address discrepancies.
• Address payment-related concerns and provide information on billing processes.
• Keeps detailed financial records for audits, compliance, and internal use.
• Safeguards and handles physical cash during transactions.

Skills

Cash handling

Attention to detail

Record keeping

Customer service

Job description

Fortune Life Insurance Company in the Philippines seeks a Payments Clerk to collect premium payments, issue receipts, and maintain accurate transaction records.

The role covers managing payouts for claims and refunds, reconciling daily transactions, preparing financial reports, and addressing payment-related inquiries while ensuring compliance with company guidelines; cash handling is essential.