Collection Executive (Customer Follow-up)

Description

Job Summary: We are seeking a Junior Collection Executive for customer follow-up and administrative management, ensuring policy continuity and operational order. Key Highlights: 1. Role combining customer follow-up and administrative management 2. Focus on customers with active policies and no overdue accounts 3. Stable professional environment with continuous insurance training At **LEGACY Insurance Agent**, we have over **40 years of experience** providing property and health solutions to clients with high standards. We seek to welcome a Junior Collection Executive to our team, responsible for customer follow-up to ensure policy continuity, as well as executing administrative and control processes related to payments and documentation. The role combines **customer follow-up and administrative management**, serving as a key point to maintain orderly operations and active policies. **Your Responsibilities** * Customer follow-up for payment management (calls, email, WhatsApp) * Support in policy renewal and continuity * Validation and control of received payments * Issuance of invoices and payment supplements * Registration and updating of information in the system (SICAS) * Documentation control and auditing * Follow-up on procedures with insurance companies * Support to the Senior Executive in area operations **What You Need to Succeed** * Minimum 1 year of experience in collections, customer service, or similar administrative roles * Insurance, financial, or service sector experience preferred * Strong communication skills and customer interaction ability * Organization and attention to detail * Ability to track and close processes * Basic Excel and digital tool proficiency * Attention to detail * Work organization * Effective communication **Important Considerations** * No overdue accounts handled * Focus is on following up with customers who already hold active policies * Requires balancing operational tasks and direct customer contact **What We Offer** * **Schedule:** Monday–Thursday, 8:00–17:00 hrs / Friday, 8:00–16:00 hrs * **Work Location:** Providencia * **Starting Salary:** $16,700 * **Benefits exceeding legal requirements** * **Additional Benefits:** Savings fund, personal accident insurance, group life insurance, and grocery vouchers * **Professional and stable work environment** * **Continuous training** in the insurance field Employment Type: Full-time Salary: $16,700\.00 per month Benefits: * Life insurance * Company phone * Remote work * Grocery vouchers Application Question(s): * Briefly tell us whether you have experience following up with customers and/or managing payments. * Are you comfortable contacting customers to follow up on payments or processes? Work Location: On-site employment