Requirements
Qualifications & Skills• Bachelor's degree in accounting, Finance, or a related field.• 1-3 years of experience in collections, accounts receivable, accounting, or a related financial role.• Very good command of MS Office applications, particularly Excel.• Familiarity with ERP, accounting, or CRM systems such as Premia, SAP, Plymouth, or Odoo is an advantage.• Strong attention to detail, accuracy, communication, organization, teamwork, integrity, and confidentiality.Key Performance Indicators• Collection performance and overdue follow-up effectiveness.• Accuracy of documentation, reconciliation, and payment records.• Timely reporting and professional stakeholder communication.• Compliance with policies, procedures, and internal controls.• Teamwork, attitude, and continuous professional development
Description
• Follow up on premium collections from clients and brokers across Retail, Corporate, Direct, and Broker portfolios.• Maintain accurate accounts receivable records, payment updates, and collection documentation.• Manage outstanding balances, post-dated cheques (PDCs), bounced cheques, receipts, and related follow-up actions.• Prepare Statements of Account (SOA), perform reconciliations, and support settlement/payment allocations.• Coordinate with internal and external stakeholders to resolve collection-related issues and ensure timely reporting.• Support month-end and year-end closing activities as required.• Ensure compliance with company policies, financial procedures, and internal control standards.