Michael D. Email & Phone Number

Muntinlupa, Ncr, Ph

Singapore

o Promote and conduct sales of general insurance products over the phone to Citibank customers.o Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.o Identify opportunities for cross selling.o Handling of before and after sales procedureso Achieve Key Performance Indicators including sales, quality and operational standards.o Resolve customers’ problems and answer queries.

Singapore

o Promote and conduct sales of general insurance products over the phone to DBS Bank customers.o Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.o Identify opportunities for cross selling.o Handling of before and after sales procedureso Achieve Key Performance Indicators including sales, quality and operational standards.o Resolve customers’ problems and answer queries.

Mandaluyong, National Capital Region, Philippines

o Supervise, support, coach, train and develop and promoting a positive work environment of 10 A/R Credit Control Specialist.o Manage customer accounts receivable portfolios within required metrics and accounting functions such as credit assessment and evaluation, support sales and sales order approvals and processing, account adjustments and reconciliations, collection escalation, mitigate bad debt and write off exposure and related duties.o Performs order control/release, accounts… Show more o Supervise, support, coach, train and develop and promoting a positive work environment of 10 A/R Credit Control Specialist.o Manage customer accounts receivable portfolios within required metrics and accounting functions such as credit assessment and evaluation, support sales and sales order approvals and processing, account adjustments and reconciliations, collection escalation, mitigate bad debt and write off exposure and related duties.o Performs order control/release, accounts receivable management and compliance activity.o Quickly identifies danger signs of customer financial stress and implement payment solutions and customer process improvements.o Interpret all complex terms for collection process and affiliate agreement terms and maintain relationships with all internal and external customers.o Acts as a resource desk to assist credit reps in reviewing and evaluating customer accounts to determine applicable collection and treatment process.o Ensure business continuity by proactively and re-actively managing review and action of blocked orders, and consequently dealing with risk implications associated with exposures beyond current approved credit limits.o Decides on orders held by reviewing customers pay analysis, financial statement and business trade references.o Determines the issuance of a 10 Day Demand Letter if no responses from the customer and prepare the necessary documents to send an account to the Collections Agency.o Assists in leading the Credit Operations Department to meet and exceed corporate goals for eliminating account delinquency. Show less

Mandaluyong, National Capital Region, Philippines

o Handles Premier Accounts which are customers with 200K & above credit lines and requires advance reconciliation and collection efforts.o Follow up outstanding invoices through reminder letters, emails, faxes and phone calls as appropriate.o Coordinate and work closely with other functional colleagues to resolve billing discrepancies, e.g. lost shipment, duplicate shipment, return issues, duplicate billing, duplicate payment, short payment, tax and freight issueso Liaise with the… Show more o Handles Premier Accounts which are customers with 200K & above credit lines and requires advance reconciliation and collection efforts.o Follow up outstanding invoices through reminder letters, emails, faxes and phone calls as appropriate.o Coordinate and work closely with other functional colleagues to resolve billing discrepancies, e.g. lost shipment, duplicate shipment, return issues, duplicate billing, duplicate payment, short payment, tax and freight issueso Liaise with the billing team to ensure billing adjustments are prepared.o Interact with internal and external customers to actively resolve credit and billing problems in a timely manner.o Retrieve invoices and/or proof of deliveries and/or related support documents on request and send to customers.o Ensure special billing requests by customers are met, e.g. costing, shipper reference, etc.o Perform audit and update SLA’s for all accounts under own portfolio every 6 months.o Analyze collection trends to provide accurate and timely forecast for cash flow planningo Maintain AR updates at all age buckets for quick summary to Team Lead / Credit Manager / Director of Credit and Collections / Sales.o Monitor credit accounts and review with Team Lead to ensure proper action is taken.o Prepare Credit / Debit notes and obtaining necessary approvals. Show less

Pasig, National Capital Region, Philippines

o Ensures that each potential and existing customer have a pleasant experience.o Acts as an extension of the firm’s brand and core values, this task is accomplished by treating customer in a pleasant and efficient manner.o Interacts directly with customers at all stages of the business relationshipo Treats even the most disgruntled customer with calmness and respect.o Identify issues as quickly as possible, offering an appropriate resolution that satisfies the customer and is in… Show more o Ensures that each potential and existing customer have a pleasant experience.o Acts as an extension of the firm’s brand and core values, this task is accomplished by treating customer in a pleasant and efficient manner.o Interacts directly with customers at all stages of the business relationshipo Treats even the most disgruntled customer with calmness and respect.o Identify issues as quickly as possible, offering an appropriate resolution that satisfies the customer and is in compliance with company regulations.o Collects all relevant information and relay it to the appropriate manager.o Actively work to calm the customer, assuming them the problem will be efficiently addressed.o Consciously seeks out opportunities for revenue generation.o Actively listen to clues given during the conversation that may indicate a future business needs. Show less