Collections Executive (Customer Follow-up)

Description

Job Summary: We are seeking a Junior Collections Executive for customer follow-up and administrative management, ensuring policy continuity and maintaining orderly operations. Key Highlights: 1. Key role in customer follow-up and administrative policy management 2. Ongoing training in the insurance field 3. Professional and stable work environment At **LEGACY Insurance Agent**, we have over **40 years of experience** providing property and health solutions to clients with high standards. We seek to integrate a Junior Collections Executive into our team, responsible for following up with customers to ensure their 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 payments received * 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 **Requirements for Success** * Minimum 1 year of experience in collections, customer service, or similar administrative roles * Desired experience in the insurance, financial, or service sectors * Strong communication skills and ability to interact effectively with customers * Organizational skills and attention to detail * Ability to track and close processes * Basic proficiency in Excel and digital tools * Attention to detail * Work organization * Effective communication **Important Considerations** * No delinquent portfolio is handled * Focus is on following up with customers who already hold policies * Requires combining operational tasks with direct customer contact **What We Offer** * **Work Schedule:** Monday–Thursday, 8:00–17:00 hrs / Friday, 8:00–16:00 hrs * **Work Location:** Providencia * **Starting Salary:** $16,700 * **Benefits exceeding statutory requirements** * **Additional Benefits:** Savings fund, personal accident insurance, group life insurance, and grocery vouchers * **Professional and stable work environment** * **Ongoing training** in the insurance field Employment Type: Full-time Salary: $16,700\.00 per month Benefits: * Life insurance * Company-provided mobile phone * Remote work option * Grocery vouchers Application Question(s): * Briefly tell us whether you have prior experience in customer follow-up and/or payment management. * Are you comfortable contacting customers to follow up on payments or processes? Work Location: On-site employment