Collections Executive

Description

Position Summary: We are seeking a Collections Executive to manage after-sales, billing, and collections for Wholesale Banking, coordinating processes and ensuring accurate information processing. Key Highlights: 1. End-to-end management of after-sales, billing, and B2B collections 2. Analytical and coordination role with clients and insurance companies 3. Opportunity in the financial and insurance sectors ### **Collections Executive – Wholesale Banking** A leading financial services company is looking for an **After-Sales, Billing, and Collections Executive**, responsible for supporting the administrative and operational management of corporate clients, coordinating processes among clients, insurance companies, and internal departments. We seek a candidate with ideally prior experience in **insurance companies, insurance brokerage firms, or financial institutions**, and knowledge of billing, collections, and accounting processes. ### **Job Objective** To manage and monitor the after-sales, billing, and collections cycle for Wholesale Banking clients, ensuring proper receipt, review, and processing of information received from clients and insurance companies. The position entails a significant component of **analysis, coordination, and administrative control**, and therefore does not correspond to traditional mass telephone collections. ### **Main Responsibilities** * Manage **corporate client after-sales requests**. * Serve as the liaison between clients, insurance companies, and internal departments. * Receive, review, and validate **payrolls, invoices, and related documentation** associated with contracted services. * Analyze background information prior to initiating billing and collections processes. * Manage information related to **insurance policies and vehicle fleets**. * Issue and manage invoices, verifying amounts, background information, and supporting documents beforehand. * Monitor issued invoices and collections processes. * Perform basic reconciliations and account balancing, identifying discrepancies among received, invoiced, and collected information. * Address inconsistencies, discrepancies, or rejections with relevant internal departments and insurance companies. * Track payments and support administrative regularization of accounts. * Respond to client inquiries and requests regarding after-sales, billing, policies, and collections. * Maintain up-to-date and properly backed-up documentation for each transaction. ### **Requirements** * Technical or professional degree in **Accounting, Administration, Finance, Insurance, or related fields**. * Professional experience in **billing, collections, reconciliation, and/or after-sales processes**. * Accounting knowledge applied to billing and collections processes. * Experience working with clients and performing administrative account follow-up. * Proficiency in Excel and administrative management tools. * Analytical ability, organizational skills, and attention to detail. ### **Highly Valued** * Prior experience in **insurance companies or insurance brokerage firms**. * Experience in insurance operations or after-sales. * Knowledge of insurance policies, payrolls, billing, and insurance-related collections processes. * Experience working with **corporate clients/B2B**. * Experience with insurance policies related to **vehicle fleets**. * Prior experience in banking, financial services, or Wholesale Banking. ### **Desired Profile** We seek an **analytical, organized, and detail-oriented individual**, with strong communication skills and the ability to interact effectively with corporate clients and various internal and external departments. The candidate must be capable of simultaneously tracking multiple processes, identifying discrepancies in administrative information, and maintaining orderly management of billing, collections, and after-sales. **Compensation:** Market-aligned, commensurate with candidate’s experience. **Location:** Santiago. **Work Modality:** To be confirmed. **Working Hours:** Monday to Friday.