Collections Specialist at AXA

Makati, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

26 Aug, 26

Salary

0.0

Posted On

28 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Collections Management, Account Reconciliation, Statement of Account Generation, Payment Processing, Customer Relations, Microsoft Excel, Credit and Collection, Treasury Operations, Communication Skills, Attention to Detail

Industry

Insurance

Description

[leave blank -- Recruiter will populate this] Job ID 2026-21033 Job Purpose The position is responsible in managing and ensuring the timely collection of payments from assigned accounts / intermediaries within their credit terms based on service level agreements and aligned with the Company’s standards. Critical Accountabilities Key Result Areas Major Activities Output RELEASE OF STATEMENT OF ACCOUNTS Generate, review and send Statement of Account (SOA) ensuring an up-to-date and accurate details. This is usually done once a month, but there may be SOAs requested on an adhoc basis. Statement of account RECEIVABLES ARE COLLECTED / PAID ON TIME Follow-up payments and ensures timely collection of outstanding accounts. Receives payment and issues provisional receipts (PR) as needed PDC warehousing – accepts PDC as premium payment provided it’s still within the agent’s credit term Manage schedule of messenger to ensure payments are picked-up as agreed Premium collection PAYMENTS ARE APPLIED ON ACCOUNTS Encode provisional receipts, cash and PDCs (post-dated checks) received for the day in the Daily Collection Report for Supervisor’s review and reconciliation before submission to Cashier for receipting Prepares and reconciles remittance schedule, for bulk payments, and submit for OR isssuance For accounts with over payment - prepares credit memo and journal vouchers, submit to Accounting for adjustment Collection report Remittance schedule CANCELLATION OF POLICY Sends final notices to Branch heads, intermediaries and assured prior to cancellation of policies Cancellation notice CUSTOMER RELATIONS Attends to queries and concerns of intermediaries, assureds and distribution. Close coordination with branch heads and other sales people from within the branch Provide clarification, resolve issues Key Decisions/Dimensions Skills and Knowledge Educational Qualifications Relevant Experience College graduate, preferably business related courses Preferably with 2-years working experience in Treasury and/or Credit and Collection Personal Characteristics/Behaviors Other Requirements Action oriented Composure Customer Focus Integrity and trust Peer relationships Oral and written communication skills Proficient in Microsoft Office (Excel) At AXA, each person matters. We perform at our best knowing the positive impact we make as valuable partners for our customers and the communities we belong to. If you want to know more about the other career opportunities at AXA Philippines, please follow this link: https://careers.axa.com/axa-entities/axa-philippines

Responsibilities

Responsible for managing the timely collection of payments from assigned accounts and intermediaries according to service level agreements. Key tasks include generating statements of account, processing payments, and resolving customer queries regarding outstanding balances.