Credit Control Staff
2 weeks ago
- Process Payment Transfer (EFT) for the following transaction types: Commission, Refund (premium, excess cash, wrong transfer), Non-Claim Bonus, Coinsurance outward.
- Send List of Commission Payment to IDP distribution channel and Customer Service after the EFT process is completed
- Scan and save all the EFT, Memo and New Producer Code Request in a shared folder
- Register New Producer Codes to Meridian and Reactivate/Deactivate. Ensure document completeness as per Procedure
- Allocate Tax recovery which received from Brokers to Receivable systems
- Inform Paid Premiums of IDP business to Operations team
- Process Memo Payment to GPI Payment for Bancassurance business
- Compile Premium Outstanding List of Direct Clients with Client's
- Compile Tax outstanding list of Broker business with Broker's reference ie Closing Slip
- Reconcile Production (premium and non-claim bonus assumed/actual business) vs Cash Receipt of Bancassurance Direct/Telemarketing
Generate Statement of Account (SOA) from SOA Tool
Bachelor's Degree in Accounting/Finance
- Having experience minimum of two (2) years of relevant experience and work in Insurance company is a plus
- Good knowledge of Microsoft Office
- Excellent communication skills, both verbal and written in English and Bahasa and ability to build cross discipline relationships
- Multitasking and able to work under pressure to meet deadlines
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