Collections & Process Optimization Specialist
MetLife Portugal
Ensure efficient management of collections and receivables for the Portugal operation, contributing to process optimization, customer management, and continuous process improvement.
The role focuses on improving collection performance indicators and strengthening operational controls while promoting the use of digital solutions, Artificial Intelligence (AI), data analytics, and automation to increase productivity, analytical capability, and operational efficiency.
Key Responsibilities
- Manage a portfolio of customers with outstanding balances and follow up on collection actions.
- Produce performance, aging, and collection KPI reports.
- Collaborate with Finance, Sales, and Customer Service teams.
- Identify opportunities for process improvement and automation.
- Promote the automation of collection processes through RPA and Power Automate solutions.
- Use generative AI tools such as Microsoft Copilot, or equivalent solutions for analysis and productivity.
- Create effective prompts to generate reports, communications, and analyses.
- Interpret insights generated by AI tools to support decision-making.
- Participate in automation initiatives using AI and data analytics.
- Ensure the responsible and secure use of AI tools.
- Ensure compliance with internal policies, collection procedures, and regulatory requirements.
- Support internal and external audits related to receivables and collection processes.
- Maintain appropriate documentation for audit and compliance purposes.
- Monitor and follow up on corrective actions resulting from audits or control reviews.
- Contribute to strengthening operational controls.
- Bachelor's degree in Business Administration, Finance, Accounting, or a related field.
- Experience in Collections.
- Knowledge of Power BI , Power Automate is an advantage.
- Knowledge of AI tools will be considered a differentiating factor.
- Advanced level of English and native Portuguese.
- Previously developed automisation/optimisation process
- Taken part in transformation projects and initiatives
- Analytical thinking and problem-solving.
- Results orientation.
- Communication skills.
- Organization and attention to detail.
- Continuous learning and technological adaptability.
- Digital curiosity and technological adaptability.
- Identify opportunities for process simplification and continuous improvement.
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies" and Fortune World’s 25 Best Workplaces, MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We’re looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long-term value.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!