Credit And Collection Officer

WHR Global Consulting; Muntinlupa; On-site; PHP 267,840; Full time

Job summary

A financial services consulting firm is seeking a Collection Assistant in Muntinlupa. The role involves managing and collecting outstanding premium receivables, executing follow-ups, and ensuring compliance with company procedures. Ideal candidates should have a college degree, strong communication skills, and proficiency in office software. This is a full-time position offering a salary of 24k PHP, emphasizing accuracy and the ability to meet deadlines.

Qualifications

• Candidate must possess a College Degree, preferably in a Business-related course.
• Strong verbal and written communication skills for effective negotiation and follow-ups.
• High level of accuracy and attention to detail in financial reconciliation.
• Ability to handle multiple tasks and meet strict monthly deadlines.
• Proficiency in basic office software (Excel, etc.).

Responsibilities

• Execute daily follow-ups via calls, SMS, and email to achieve collection goals.
• Prepare and distribute monthly statements of account, manage collection notices.
• Reconcile intermediary remittance schedules upon payment.
• Approve claims for paid policies within a strict three-day turnaround time.
• Update daily collection reports and provide quarterly assessments of account collectibility.

Skills

Strong verbal and written communication skills

High level of accuracy and attention to detail

Ability to handle multiple tasks

Proficiency in basic office software

Education

College Degree in Business-related course

Job description

On-site - Muntinlupa 1-3 Yrs Exp Bachelor Full-time

Job Description

POSITION TITLE: Collection Assistant

WORK LOCATION: Muntinlupa

WORK SETUP: Day Shift

SALARY: 24k PHP

Job Objective

The Collection Staff is responsible for managing and collecting outstanding premium receivables from an assigned roster of intermediaries. You will ensure compliance with the company’s standard operating procedures to maintain up-to-date records and ensure all accounts remain current.

Key Responsibilities

• Active Collection & Relationship Management: Execute daily follow-ups via calls, SMS, and email to achieve collection goals, and conduct quarterly meetings with intermediaries to improve collection rates and strengthen professional relationships.
• Billing & Documentation Oversight: Prepare and distribute monthly statements of account, manage collection/cancellation notices, and monitor returned check payments to ensure all intermediaries are billed accurately and promptly.
• Financial Reconciliation: Reconcile intermediary remittance schedules upon payment and proactively identify unknown deposits to ensure that all premium receivables are accurately applied to the correct policies.
• Operational Monitoring: Approve claims for paid policies within a strict three-day turnaround time and process premium refund requests for cancelled or double-paid policies to ensure seamless service delivery.
• Compliance & Reporting: Update daily collection reports and provide quarterly assessments of account collectibility to assist in the mitigation of risk exposure and bad debt (AFDA) provisioning.

Qualifications

• Education: Candidate must possess a College Degree, preferably in a Business-related course (e.g., Finance, Accounting, Management).
• Skills: Strong verbal and written communication skills for effective negotiation and follow-ups.
• High level of accuracy and attention to detail in financial reconciliation.
• Ability to handle multiple tasks and meet strict monthly deadlines.
• Proficiency in basic office software (Excel, etc.).

HR Officer WHR Global Consulting

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