Jimmy

• Generating sales orders and ensuring invoices are sent accurately.

• Recording payments and reconciling accounts to fix any discrepancies between what is billed and what was paid.

• Monitoring AR Aging reports to ensure timely collections while maintaining positive customer relationship.

• Collaborate with internal teams to resolve customer payment issues.

• Support month-end activities related to accounts receivable.

• Respond to customers' billing inquiries and disputes.

• Analyze client's insurance policies and recommend additional coverage.

• Answer any questions or concerns policyholders have with their insurance claims.

• Assist agents related to billing and dispute inquiry.

• Walk through the agent to process quotation for the insured.

• Attends to inquiries regarding full coverage of the policy.

• Handles requests and complaints within the service quality set by the company.

• Responding promptly to customer inquiries.

• Ensure all processes and procedures for the customer service team are followed.

• Keep an accurate record of customers' account current balances.

• Validate debt accounts to ensure the credibility of payments.

• Acknowledging and resolving customer complaints in a professional manner to avoid escalations.

• Maintain aged debtors accounts and the accurate and timely reconciliation report.

• Invoicing and billing.

• Follow-up outstanding balance through phone and email.

• Implement collection program to manage accounts against targets.

• Acting as the key point of contact for customers who have overdue debts.

• The achievement of collections targets.

• Adhering to set timeframes and ensuring compliance with all legislative codes and company policies.

• The pre-emptive management of high-risk clients.

• To prepare letters of confirmation and promptly process any cancellations and modifications.

• Properly escalates issues that are irresolvable and not available on the knowledge center.

• May assist in training new employees. Performs other duties as assigned by management.

• Handles customer questions, complaints, and billing inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolutions.