Job Description:

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

Requirements:

Bachelor’s Degree in Accounting/Finance
At least two years of relevant experience
Good knowledge of Microsoft Office
Excellent communication skills, both verbal and written in English and Bahasa Indonesia and ability to build cross discipline relationships
Multitasking and able to work under pressure to meet deadlines

Credit Control Staff

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