Responsible for the collection of due and unpaid receivables of Healthcare Division from various accounts. Also responsible for the accurate recording/updating of Statement of Account per policyholder and ensures validity of the records for purposes of reconciliation as may be requested by client from time to time.

    A. Prepares and Analyzes the following:

    i) Statement of Account for reconciliation with clients for any queries regarding paid billings.

    ii) Reminder Letter every 5th working day of the following month.

    iii) Follow up Letter 3 days before suspension date indicated in the Reminder Letter.

    B. Ensures availability and distribution of agents provisionary receipt.

    C. Facilitates issuance of Official Receipt thru Cash Management Section.

    D. Prepares Debit/Credit Memo for cancelled official receipt.

    E. Updates statement of account with client payments.

    i) OR Details

    ii) Reference Number

    iii) Date

    iv) Amount

    v) Tax Certificate

    vi) Remittance Variance

    vii) Remarks

    F. Generates commission computation sheet, payment distribution form and remittance variance summary.

    G. Records/ Updates / Files Account Data Sheet and Renewal Endorsement Form.

    i) Statement of Account

    ii) Master File

    H. Generates billback/collectible notice.

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Language(s): Tagalog ,English
  • Availability for travel: Yes
  • Availability for change of residence: No

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Job summary

  • Collection Assistant

  • Makati, National Capital Region

  • Company

    United Coconut Planters Life Assurance Corp
  • Work type

    Permanent contract

  • Type of contract

    Full Time

  • Apply