Magna Legal Services

Accounts Receivable

• Client Account Recovery: Conduct collections activities such as calling and emailing customers to recover past-due payments.
• Account Management: Monitor and assess the status of corporate accounts, including those exceeding 180 days past due.
• Cash Flow Champion: Ensure timely client payments by adhering to established Cash On Demand processes.
• Client Reporting: Generate and distribute monthly statements and account reviews to keep clients informed.
• Building Client Relationships: Maintain consistent customer contact to promote positive interactions and a healthy cash flow, all while providing exceptional customer service.
• Client Pipeline Management: Manage a designated group of clients, guaranteeing prompt follow-up on any inquiries or escalations.
• Policy Compliance: Strictly adhere to company and departmental policies and procedures to maintain ethical collection practices.
• Problem-Solving Pro: Identify accounts requiring escalated attention and independently determine the best course of action for resolution.
• Payment Processing: Receive and process credit card payments from clients for efficient debt recovery.
• Communication Clarity: Provide clear and detailed explanations of complex billing charges to ensure client understanding.
• Detailed Documentation: Maintain accurate and thorough documentation of all customer interactions for future reference.

Accounts Receivable Coordinator

Manager

• Conducting preliminary desktop investigation to prepare file for the field surveillance investigators
• Coordinating with surveillance investigators and providing updates to clients
• Reviewing surveillance videos and ensuring quality and consistency
• Prepare clear, concise reports based on investigative findings and surveillance review

Surveillance Case Manager

Client Services Representative

• Act, along with team members, as a primary point of contact for clients, addressing inquiries via phone, email and portal requests
• Troubleshoot issues, provide solutions, and escalate complex issues to team manager
• Build and maintain strong client relationships, proactively identify opportunities to enhance client experience
• Collaborate with other internal departments to resolve client needs and communicate feedback for continuous improvement

Accounts Receivable Coordinator

Surveillance Case Manager

Client Service Representative