Virtual Collections & Reconciliation Specialist

Uc Bcf; Cebu City; Remote; PHP 223,200 - 334,800; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Health and life insurance

Paid leaves

Employee wellness programs

Opportunities for internal mobility and career growth

Job summary

A financial services company in Cebu City is seeking to hire an individual to manage collections, payments, and reconciliations. Responsibilities include preparing statements, handling payments, and coordinating with various teams. The ideal candidate is a college graduate with strong communication skills and integrity. Competitive salary and benefits are offered, including bonuses and health insurance.

Responsibilities

• Prepare Statement of Account (SOA).
• Follow-up payments and ensure timely collection of outstanding accounts.
• Receive payments and issue provisional receipts (PR) as needed.
• Accept post-dated checks (PDC) as premium payment within the agent’s credit term.
• Encode provisional receipts and PDCs in the Daily Collection Report.
• Prepare and reconcile remittance schedules for bulk payments.
• Prepare credit memos and journal vouchers for accounts with overpayment.
• Send final notices to intermediaries.
• Attend to queries and concerns of intermediaries and assureds.
• Coordinate closely with brokers' team, underwriting, and reinsurance teams.
• Handle Facultative Reinsurance.
• Recommend improvements to address procedural errors.

Skills

Action-oriented

Composure under pressure

Customer focus

Integrity and trustworthiness

Good peer relationship skills

Strong oral and communication skills

Proficient in Microsoft Office

Education

College graduate in business-related courses

Job description

A financial services company in Cebu City is seeking to hire an individual to manage collections, payments, and reconciliations. Responsibilities include preparing statements, handling payments, and coordinating with various teams. The ideal candidate is a college graduate with strong communication skills and integrity. Competitive salary and benefits are offered, including bonuses and health insurance.