Collections Executive

Description

Job Summary: We are seeking a professional to manage insurance premium collections, perform reconciliations, control documents, and generate reports, while keeping customer information up to date. Key Responsibilities: 1. Manages insurance premium collections and document control. 2. Performs premium reconciliation adjustments and generates account status reports. 3. Professional training and career growth within the company. **Requirements:** · Education: Bachelor's degree in economics, administration, or related fields. · Minimum experience: 2 years in a similar position. · Advanced Excel: databases, lookups, formulas, pivot tables (subject to technical assessment). · Proficiency in various insurance company portals. · General knowledge of different insurance lines. **Responsibilities:** Send payment reminders via email and telephone to 100% of assigned customers before and after due dates. Perform premium reconciliation adjustments with customers to secure premium payments. Obtain 100% of payment receipts for the assigned portfolio and submit premium application requests. Control (request and dispatch) of payment notices, invoices, payment supplements, and annual adjustments. Generate compliance reports for submission to senior management regarding outstanding collections and process adherence. Input customer comments into the company’s internal central system for collections follow-up tracking. Generate reports on the status of each assigned account: paid accounts, accounts pending payment. Invoice reprocessing. Creation of databases for outstanding collection incidents. Maintain and ensure customer information remains up to date. **We Offer:** $15,000 gross monthly. 100% integrated salary on payroll. 30-day year-end bonus. Life insurance. Statutory and above-statutory benefits. Working hours: Monday to Thursday, 08:00–17:00 hrs; Friday, 08:00–15:00\. Hybrid work arrangement. Professional training and career growth within the company. Position type: Full-time, indefinite-term contract. Salary: Up to $15,000\.00 per month. Benefits: * Study support * Discounts and preferential pricing * Company parking * Free parking * Flexible working hours * Option for indefinite-term contract * Life insurance * Company-provided mobile phone * Remote work * Additional vacation days or paid leave Application Question(s): * How many years of advanced Excel experience do you have? Work location: Hybrid remote work in 01000, Álvaro Obregón, CDMX