
Collections Specialist
- Ho Chi Minh City
- Permanent
- Full-time
- Prepares monthly detailed AR as reference of collection and sending of payment reminder to Intercompany Counterparts/Clients/Insurers.
- Follow-up status of those accounts paid directly and with collection advice to Insurers/Carriers.
- Requests status of accounts with un-submitted 2307 certificate to Insurer as well as the unpaid variances due to credit memo.
- Prepares collection forms and payments advice for Direct and Regular accounts.
- Coordinates with Insurers/Carriers for pick-up of payments.
- Assists clients/ insurers in reconciling of accounts if there are discrepancies.
- Checks Intercompany, Insurer’s/Provider’s AR records vs. Aon’s AR, monthly.
- Coordinates with Insurers/Providers on the discrepancies of client’s payables.
- Coordinates with BUs on the discrepancies and reminds them for unbooked transactions.
- Ensures that problems or concerns with accounts are communicated to Team Leaders.
- Reconciles all Fees/Commissions/NA collections prior to posting of payment.
- Requests status of unbooked Fee/Comm/NA from Account Management Team
- Prepares schedule of unapplied commission payments from various Insurers prior to posting.
- Reconciles AR variances to Internal and External clients.
- Follow up payment updates and verify details/invoices for schedules of commission, payment deposits and Cash on account from brokers.
- Prepares request of Intercompany payables.
- Meeting with different Brokers Unit Department and Insurers
- Provided feedback on queries of internal and external clients.
- Prepares summary for application of COA, CN to DN, unapplied withholding tax, minimal balances.
- Ensures posting remittances and withholding tax.
- Prepares journal entry adjustments such as COA/wtax application, CN to DN, offsetting of intercompany AR/AP.
- Review and validate expected provision for the month.
- Candidates with an undergraduate degree.
- Experience working in an insurance, financial services, or management consulting will be viewed advantageously
- Highly proficient in MS Word, Excel, and PowerPoint
- Demonstrate resilience; the flexibility to adjust to multiple demands, shifting priorities, ambiguity and rapid change
- Able to communicate clearly, both verbally and in writing
- Personable and able to build and maintain relationships with internal and external stakeholders
- Competitive salary and benefits package.
- Opportunity to contribute significantly to company growth and success.
- Work in a dynamic and fast-paced environment.