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.

Financial

• Keep the premium receivables over 6 months within 2% or less of the total monthly net premium receivables.
• Sending ot billing and monthly SOA
• Processing & reconciliation of remittance from 

1. On line payment of agents/clients
2. Credit Card Payment Form

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

Customer

• Receive and reply to email queries from BPI / BPIMS agents regarding their SOA, billing and payments made to our payment channels.
• Assist in the resolution of UBCs

Internal Process

• Collect the premiums receivables from Retail BPI Bancassurance, Agencies, and Branches through issuance of provisional receipt
• Send statement of accounts, billing notices, reminder notices, and other collection-related correspondence in a timely manner
• Prepare end-of-day collection, deposit, and PDC report
• Ensure that items booked temporarily as Suspense and APAY are cleared and disposed in a timely manner
• Reconcile the statement of account and prepare adjustment/payment requests on time
• Receive and check credit card payment forms from channel
• Ensure that items booked temporarily as Suspense and APAY are cleared and disposed in a timely manner (duplicate point—can be merged with earlier one if needed)
• Send official receipt
• Process SMS notification
• Reconcile and process cancellations

Learning & Development / Innovation

• Achieve target attendance and measure effectiveness of the mandatory training at 100%
• Recommend process improvements/innovations
• Minimize cancellation of policies by effectively performing collection efforts to clients and/or intermediaries through billing, collection, and reconciliation

• Knowledgeable in the operations of the unit, group, or organization
• Strong communication and analytical skills
• Proficient in MS Excel, MS Word, and MS PowerPoint
• With accounting background and/or work experience
• Graduate of a 4-year course, preferably related to Finance or Accountancy