Daily collections accounting and deposit procedures
The position is responsible for the accurate and timely processing of all types of payments and resolving inquiries from walk-in clients
Job Summary
The position is responsible for the accurate and timely processing of all types of payments and resolving inquiries from walk-in clients.
Employees will work with dynamic colleagues who are experts in their fields and eager to share knowledge.
The role ensures daily collections are properly accounted for, reported, and deposited within company standards while maintaining safekeeping of cash and checks.
Matching Summary
The position is responsible for the accurate and timely processing of all types of payments and resolving inquiries from walk-in clients.
Skills & Requirements
Must-have
Cashiering and new business processing
Knowledge of INGENIUM PRISM WMS IPAC CRM systems
Daily collections accounting and deposit procedures
Official receipt issuance and petty cash management
Disbursement transaction processing for loans and withdrawals
Nice-to-have
Effective collaboration with backend support units
Confident communication with walk-in clients
Adaptability to change in client service environments
Strong integrity and stress tolerance
Sales and marketing task execution capabilities
Key Requirements
Experience with Client Service Center applications
Understanding of insurance product lines (Life, VUL, MF)
Ability to handle confidential records and monthly reporting