Payments & Collections Coordinator

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

📋 Description

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

• Make outbound calls to check on unpaid invoices, resolve payment delays, address objections, and secure payments.

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

• Review and organize claim documents, photographs, adjuster notes, and scopes.

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

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

• Handle sensitive financial correspondence and ensure accurate record-keeping 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 discussions about payments.

• A strong sales mindset developed in a collections setting; resilient, assertive, and comfortable managing objections.

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

• Experience in the roofing industry is highly desirable.

• Capability to interpret complex documents, including Explanation of Benefits (EOBs), adjuster estimates, and summaries of insurance policies.

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

• Proven track record with high-volume outbound calls and account follow-ups.

• A solid understanding of billing cycles and escalation processes.

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

• Ability to consistently make 60–80 outbound calls each day.

• Performs well under pressure in a target-driven environment.

• Basic requirements: Must be proficient in spoken and written English with clarity.

• Must have relevant work experience.

• Must be able to provide an NBI clearance and/or Local Police Clearance background check prior to onboarding [mandatory].

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

• Technical requirements: Reliable laptop or desktop computer.

• Internet: High-speed connection (minimum 10 Mbps).

• Audio: Noise-canceling headset.

• Video: Webcam for virtual meetings.

• Workspace: Quiet, professional environment.

🏝️ Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for inquiries, guidance, contract issues, and client communication.

• Premium VPN Access (Optional): A secure VPN license is available 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 based on the client’s needs and schedule.

• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is 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 provide bonuses, incentives, or increased hours based on your performance.