The position is responsible primarily in the management, reconciliation and timely collection of premium receivables through our collection channels, billing/Reminder Notices and marrying of accounts for BPI Corporate & Brokers accounts. 

Responsibilities

FINANCIAL

1. Keep the premium receivables over 6 months within 2% or less of the total monthly net premium receivables

2. Sending ot billing and monthly SOA

3. Processing & reconciliation of remittance from

a. On line payment of agents/clients

b. Credit Card Payment Form

4. Minimizes cancellation of policies by effectively performing collection efforts to clients and/or intermediaries through billing, collection and reconciliation. 

CUSTOMER

1. Receive and reply to email queries from BPI / BPIMS /agents regarding their SOA, billing and payments made to our payment channels.

2. Assist in the resolution of UBCs.

INTERNAL PROCESS

1. Collect the premiums receivables from Retail BPI Bancassurance, Agencies & Branches through issuance of provisional receipt.

2. Send statement of accounts, billing notices, reminder notices, other collection-related correspondence in a timely manner.

3. Prepare end of day collection, deposit and PDC report.

4. Ensure that items booked temporarily as Suspense and APAY are cleared and disposed in a timely manner.

5. Reconcile the statement of account and prepare the adjustment / payment requests on time. 6. Receiving and checking of Credit card payment form. channel.

7. Ensure that items booked temporarily as Suspense and APAY are cleared and disposed in a timely manner.

8. Sending of Official Receipt.

9. Process SMS notification

10. Reconciliation and processing of cancellation

LEARNING & DEV. / INNOVATION

1. Achieve target attendance and measure effectiveness of the mandatory training at 100%

2. Recommend process improvement/innovation

3. Minimizes cancellation of policies by effectively performing collection efforts to clients and/or intermediaries through billing, collection and reconciliation.

KEY SKILLS, KNOWLEDGE, EXPERIENCE & QUALIFICATIONS WE ARE LOOKING FOR…

1. Knowledgeable of the operations of the unit/group/organization.

2. Amenable to work in Makati

2. Good set of communication skills & analytical skills

3. Knowledge in MS Excel, MS Word and MS Powerpoint

4. With Accounting Background / work experience / A graduate of financial course or Accountancy