Virtual Medical Assistant - Remote (Start ASAP)

Full-time Other

Manage collections, payments, and reconciliations while coordinating with brokers, underwriting, and reinsurance teams.

Your Role

Key responsibilities include:

• Prepare Statement of Account (SOA).
• Follow-up payments and ensure timely collection of outstanding accounts.
• Receive payments and issue provisional receipts (PR) as needed.
• Accept post-dated checks (PDC) as premium payment within the agent’s credit term.
• Encode provisional receipts and PDCs in the Daily Collection Report for supervisor review and reconciliation before submission to the cashier.
• Prepare and reconcile remittance schedules for bulk payments and submit for Official Receipt (OR) issuance.
• Prepare credit memos and journal vouchers for accounts with overpayment and submit to Accounting for adjustment.
• Send final notices to intermediaries and ensure before policy cancellation.
• Attend to queries and concerns ...