Lead OTC/AR and F&A (insurance) collections activities, ensure adherence to policies and SLAs, monitor quality and account allocation, drive timely account closure, resolve disputes, maintain customer satisfaction, prepare account reports and business review templates. Utilize Excel and SAP ERP (advantageous) and coach team on standards and performance.
Summary Generated by Built In
Candidate should have analytical skills. F&A (Insurance) collections background is essential. OTC(AR) Experience required. Past work experience of SAP ERP will be of weightage advantage. Good working knowledge of Microsoft Excel Ensure that the guidelines are followed as per standard procedures. Open to feedback. Quality monitoring & review of accounts Allocation of accounts as per the guidelines Ensure timely closure of accounts. Ensure that the quality of the transactions is in compliance with predefined parameters. Ensure adherence to Company Policies and Procedures Ensure fair methods are used to collect outstanding balance on the account. Focus on Customer Satisfaction, rapport building, effective communication and timely resolution of Customer concerns. Achieving key targets for the process in line with the SLA (Service level Agreement)/KSFs (Key Success Factors) Prepare reports of the accounts assigned to the team. Preparing business review templates for performance review Technical Skills - Good Computer navigation skills, keyboarding skills - Proficient in MS office – specially Excel Process Specific Skills - Possesses necessary knowledge of business concepts to effectively perform the job. Effective negotiation skills Makes decisions in a timely manner; shows good judgment about when to make decisions independently and when to collect more information or involve others. Commits to achieving specific objectives and takes ownership for accomplishing them. Effectively balances quality, customer service and productivity standards. Make calls to the customer for collection or payment details. - Work towards resolution of disputes Soft Skills - Self-discipline Result orientation Adaptability Presentation skills Feedback skills Goal oriented Excellent written and verbal communication skills Listening and comprehension skills Questioning and Reasoning Skills Customer Service focus and telephone etiquette Ability to multitask, prioritize and manage daily work activities. Responsibilities Candidate should have analytical skills. F&A (Insurance) collections background is essential. OTC(AR) Experience required. Past work experience of SAP ERP will be of weightage advantage. Good working knowledge of Microsoft Excel Ensure that the guidelines are followed as per standard procedures. Open to feedback. Quality monitoring & review of accounts Allocation of accounts as per the guidelines Ensure timely closure of accounts. Ensure that the quality of the transactions is in compliance with predefined parameters. Ensure adherence to Company Policies and Procedures Ensure fair methods are used to collect outstanding balance on the account. Focus on Customer Satisfaction, rapport building, effective communication and timely resolution of Customer concerns. Achieving key targets for the process in line with the SLA (Service level Agreement)/KSFs (Key Success Factors) Prepare reports of the accounts assigned to the team. Preparing business review templates for performance review Technical Skills - Good Computer navigation skills, keyboarding skills - Proficient in MS office – specially Excel Process Specific Skills - Possesses necessary knowledge of business concepts to effectively perform the job. Effective negotiation skills Makes decisions in a timely manner; shows good judgment about when to make decisions independently and when to collect more information or involve others. Commits to achieving specific objectives and takes ownership for accomplishing them. Effectively balances quality, customer service and productivity standards. Make calls to the customer for collection or payment details. - Work towards resolution of disputes Soft Skills - Self-discipline Result orientation Adaptability Presentation skills Feedback skills Goal oriented Excellent written and verbal communication skills Listening and comprehension skills Questioning and Reasoning Skills Customer Service focus and telephone etiquette Ability to multitask, prioritize and manage daily work activities. QualificationsGraduate, MBA, 2 - 4 years
