Collections Specialist

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

📋 Description

• Oversee intricate collection portfolios, focusing on escalated accounts, aged balances, disputed receivables, legal-related accounts, and high-priority insurance carrier receivables.

• Collaborate with carriers, attorneys, customers, internal finance teams, operations, and leadership to identify obstacles to payment and drive prompt resolutions.

• Conduct proactive follow-up on overdue invoices, payment statuses, portal submissions, claim documentation, and other collection requirements.

• Analyze account histories, billing details, statements of insurance, customer communications, and supporting documents to determine suitable collection strategies.

• Act as an escalation point for intricate customer issues and aid in resolving disputes, short payments, unapplied payments, and documentation deficiencies.

• Assist in prioritizing collection efforts, monitoring aging trends, and pinpointing accounts that need management intervention or escalation.

• Support colleagues by sharing best practices, addressing process inquiries, reviewing collection methods, and ensuring consistent implementation.

• May function as a team lead and take on supervisory duties over time, including coaching, workload management, performance follow-up, and process adherence.

• Generate collection updates, account notes, aging reports, and analytical insights to facilitate management reviews and month-end reporting.

• Participate in process improvement initiatives related to collections workflows, escalation procedures, reporting, documentation standards, and cash application coordination.

⛳️ Requirements

• 2–5+ years of experience in accounts receivable, collections, billing, customer service, or related finance roles.

• Experience in collecting on professional services invoices within a project-based organization is highly preferred, including sectors like building consulting, engineering, construction consulting, forensic consulting, architecture, environmental consulting, insurance services, or other similar professional services.

• Strong analytical and problem-solving capabilities with the ability to investigate payment issues, resolve disputes, and identify underlying causes of non-payment.

• Excellent organizational, follow-up, documentation, and time-management skills.

• Professional communication abilities to interact effectively with customers, external partners, internal stakeholders, and leadership.

• Capacity to manage multiple priorities and deadlines in a fast-paced environment.

• Strong attention to detail and dedication to accurate recordkeeping.

• Proficiency in Microsoft Office applications, particularly Excel.

• Familiarity with ERP or accounting systems such as NetSuite is preferred.

• Experience with reporting tools like Power BI is an advantage.

• Proven ability to support peers, share knowledge, and foster accountability within a team setting.

🏝️ Benefits

• Employee-focused culture

• Strong commitment to work-life balance

• 100% remote work

• Flexible vacation

• Paid family care and sick leave

• Parental leave

• Comprehensive benefits

• 401(k) with company match