Client Success Engagement 

1. 100% of the premiums and commissions are collected from the insurer partners on the agreed turn around time.
2. Collection of CWT forms if client deducted WHT.
3. Make follow-ups via email, call and text.
4. Fast and accurate distribution of statement of accounts.
5. All inquiries of clients, insurers, and other business partners are properly addressed within the agreed timeline.
6. Point person for all direct payment with insurers.

Administration 

1. Fast and accurate reconciliation of system data and insurer data per assured per insurer.
2. Fast and accurate monitoring of receivables aging of corporate and individual accounts.
3. Fast, accurate and timely preparation of the nationwide report of receivables.
4. Fast and accurate in handling adjustments for direcly paid accounts 
5. Coordination with SBU messengers for any payment collections.
6. Monitor collection of checks
7. Ensuring payment application is correct on PR issued then endorsed to SBU’s cashier for issuance of ORs.
8. Coordinate with AOs for no payment applications due to booking issues.
9. Monitor the issuance of invoices.
10. Monitor of all ORs on picked up payments by Insurers.
11. Sending e-copy of Official Receipts to Clients
12. Sending e-copy of Official Receipts to cashier for payment adjustments.
13. Monitoring of all payment adjustments if already posted.
14. Coordinating with the pibmi admin team for any transmittal of the hard copy of ORs.
15. Other assigned duties as required.

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 1-3 years of experience in collections or credit management.
• Skills and Competencies: Strong communication and negotiation skills, excellent problem-solving abilities.
• Responsibilities and Duties: Manage overdue accounts, negotiate payment plans, and communicate with clients.
• Working Conditions: Office environment with standard working hours, occasional overtime may be required.
• Qualities and Traits: Detail-oriented, resilient, and possesses a customer-focused approach.