Financial Services Associate (Collection)

UNICON Insurance and Reinsurance Brokers Corporation


Date: 2 days ago
City: Pasig City
Contract type: Full time

Full job description

Company Description

UNICON Insurance and Reinsurance Brokers Corporation is a leading insurance provider located in Pasig. Originally a subsidiary of JG Summit Holdings, Inc., UNICON was founded in 1980 to cater to the insurance needs of the conglomerate. As a part of the Universal Consolidated Group, UNICON is committed to delivering exceptional insurance services to its clients.

Role Description

We are looking for passionate and talented Financial Services Associate to support the Financial Services team in our company. This is a full-time hybrid role.

Responsibilities

  • Regularly review open or active accounts for collection efforts, follow-up with clients over calls and emails for payments of overdue invoices
  • Collect Insurance Premium from clients and Commission from Insurance Partners
  • Prepare statements of accounts for all assigned clients and insurers in a timely manner
  • Monitor premium and commission payments and coordinate with respective business units and insurance partners to ensure that invoices are raised immediately
  • Assist Controller / Cashiering by reviewing received payments and remittance advice related to assigned accounts and providing accurate invoice details and supporting documents for proper payment application / allocation
  • Monitor BIR 2307 / CWT forms and submit to respective Insurer in a timely manner
  • Encoding collection efforts in system available or in any given system or monitoring file
  • Prepare monthly status reports or as needed and required by management or clients

Qualifications

  • Must possess at least a Bachelor's/College Degree in Financial Management, Accountancy, Management Accounting, or equivalent
  • Has at least 1 year work experience as a Collection Specialist, or any related job is an advantage & proficiency in using MS Excel
  • Attention to detail and accuracy in data entry and record-keeping

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Specialist - Planning & Inventory

Orica, Pasig City
1 day ago
About OricaAt Orica, it’s the power of our people that leads change and shapes our futures. Every day, all around the world, our people help mobilise vital resources essential to progress. Established in 1874, we have grown to become the world leader in mining and civil blasting with a diverse of team of more than 13,000 across the world.It’s an...

Financial Planning & Analysis Manager

JG Summit Holdings Inc., Pasig City
1 day ago
DepartmentFinancial Planning & AnalysisEmployee TypeProbationary WHAT IS THE JOB LIKE? Partner with various stakeholders to prepare in-depth financial analysis/modelling of business and corporate initiatives to support decision-makingPropose recommendations (go/no go) for key projects backed by solid financial analysis and risk modellingConsolidate financial plans, budgets and forecasts with high level of accuracy and thoroughness; understand key business issues, highlighting emerging issues,...

Company Driver

KOHL Industries Corporation, Pasig City
2 days ago
Responsibilities:Safely transport the passenger to and from various destinations including appointments, meetings, and events.Assist the passenger with loading and unloading packages, and accommodating requests.Follow traffic laws and regulations, prioritizing safety above all else.Traveling via the most efficient routes, unless otherwise directed;Qualifications:Valid 1, 2, 3 Restriction code professional driver's license.1-2 years of driving experience.At least high school Graduate.Applicants must be willing...