Collections & Payments Coordinator – Roofing

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Monitor and follow up with homeowners and insurance companies regarding outstanding balances and pending payments.

• Make outbound calls to follow up on overdue invoices, address payment delays, manage objections, and secure payments.

• Assist in the preparation of additional documentation for underpaid or denied claims.

• Review and organize claim documents, images, adjuster notes, and scopes of work.

• Aid in drafting invoices and submitting final billing to insurance providers or homeowners.

• Keep track of the status of estimates and invoices, following up on any missing documentation or items.

• Handle sensitive financial correspondence and maintain accurate records in the CRM and shared file system.

⛳️ Requirements

• A minimum of 2 years of experience in a fast-paced collections or outbound sales role that necessitates persistent follow-ups, objection handling, and payment discussions.

• Strong sales orientation developed in a collections environment; resilient, assertive, and adept at managing objections.

• At least 2 years of experience in collections, billing, or claims follow-ups involving homeowners or insurance carriers is advantageous.

• Experience in the roofing industry is highly preferred.

• Ability to interpret complex documentation, including Explanation of Benefits (EOBs), adjuster estimates, and insurance policy summaries.

• Detail-oriented with excellent data entry and document management skills.

• Proven track record of high-volume outbound calling and account follow-ups.

• Strong understanding of billing cycles and escalation processes.

• Bonus: experience with Xactimate, Symbility, or insurance supplementing.

• Capable of consistently making 60–80 outbound calls per day.

• Thrives under pressure in a target-driven environment.

• Basic requirements include proficiency in speaking and writing English clearly.

• Must possess relevant work experience.

• Ability to submit an NBI clearance and/or Local Police Clearance background check prior to onboarding is mandatory.

• Must be available for video meetings with the camera on when required.

• Technical requirements include a reliable laptop or desktop computer.

• Internet: High-speed connection (minimum 25 Mbps).

• Audio: Noise-canceling headset.

• Video: Webcam for virtual meetings.

• Workspace: A quiet, professional environment.

🏝️ Benefits

• Dedicated HR & Contractor Support Team: Access to exceptional support for inquiries, guidance, contract matters, and client communication.

• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.

• Top 1% VA Performance Training: Access to exclusive training on communication, client management, productivity systems, and best practices to help you excel as a top-performing VA and improve long-term client retention.

• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client's needs and schedule.

• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client, with paid time off being optional and only available if offered by the client.

• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.

• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.