Collections Agent

Summary

The Collections Agent is responsible for supporting accounts receivable collection activities through accurate account maintenance, customer communication, and timely follow-up on outstanding balances. This role serves as the first point of contact for customer inquiries related to invoices, payments, and account status while ensuring data accuracy and excellent customer service.

Responsibilities

• Perform daily collection activities on assigned accounts.
• Contact customers regarding outstanding invoices and payment status.
• Answer customer inquiries related to invoices, payments, account balances, and billing information.
• Update account notes, payment statuses, and collection records accurately in company systems.
• Process and maintain customer account information and collection documentation.
• Assist with payment application research and basic account reconciliation activities.
• Escalate disputed invoices, billing issues, and delinquent accounts according to established procedures.
• Monitor assigned accounts and ensure timely follow-up on outstanding balances.
• Maintain professional and positive customer relationships.
• Support month-end collection and reporting activities as needed.
• Adhere to company policies, compliance requirements, and collection procedures.

Qualifications

• Associate's or Bachelor's degree in Business, Accounting or equivalent.
• 2+ years of accounts receivable collections experience.
• Demonstrated expertise in collection processes, reconciliation, and dispute resolution. 
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Good analytical and problem-solving skills. 
• Ability to manage multiple tasks in a fast-paced environment.
• Customer-focused mindset with strong problem-solving skills.

Technical Skills

• Proficiency with QuickBooks (basic)
• Excel and reporting (medium)

Preferred

• Experience in Revenue Cycle Management
• Proficiency with ERP and revenue cycle software systems.