Collection Analyst

About the role

The Collection Analyst is responsible for managing outstanding balances, reconciling accounts, and developing repayment plans in line with company policy. This role works closely with general agencies and internal teams to ensure timely collection of receivables and compliance with regulatory requirements.

Key responsibilities

• Register current account reports from general agencies in the Meridian system.
• Oversee critical and unapplied cases on a monthly basis.
• Reconcile general agency accounts each month and generate weekly, monthly, and quarterly accounts‑receivable reports.
• Collect current balances and non‑reported policies, advise agencies on actions for overdue balances, and apply collections and payments weekly.
• Request cancellation notices when applicable and maintain control of policies related to government and condominium business.
• Analyze collection results to meet company goals and support audit processes.
• Participate in additional projects and tasks as assigned.

Required profile

• Bachelor’s degree in Business Administration or Accounting.
• At least five years of experience in accounting collections, preferably within the insurance industry.
• Strong understanding of basic accounting principles.
• Ability to adapt to a fast‑moving, challenging environment.

Required skills

• Proficiency in Microsoft Word.
• Proficiency in Microsoft Excel.
• Proficiency in Microsoft PowerPoint.