Collections

• Maintain ownership of the AR Aging with respect to your assigned accounts
• Responsible for inbound and daily outbound collection calls and communications with clients
• Serve as a primary point of contact for clients regarding billing questions, account status, and payment-related inquiries
• Build and maintain professional, collaborative relationships with clients to encourage open communication and timely resolution of account matters
• Responsible meeting established performance metrics related to client outreach activity, including call and communication volume
• Drive measurable improvement in AR aging and past due balances through effective collections and issue resolution efforts
• Collaborate cross functionally to resolve customer disputes
• Assist with payment reconciliation and follow up on unapplied cash, discrepancies and bounced/failed payments
• Assist clients in navigating our customer billing portal, including guiding them through payment processing, autopay setup, and resolving related questions or issues
• Identify root causes and make recommendations for continuous improvement of AR and collections processes
• Negotiate payment plans, when necessary
• Prioritize proactive communications with customers to minimize losses associated with bad debt
• Demonstrate strong customer service skills when handling customer complaints and supporting issue resolution
• Notify management of any financial risk identified
• Make recommendations to put customers on credit hold
• Make recommendations for bad debt write offs
• Assist with cash flow forecasting
• Maintain knowledge of applicable laws, regulations, and compliance standards
• Meet deadlines communicated by management
• Maintain accurate and detailed account notes and collection activity logs
• Maintenance of records for auditing purposes
• Assist with yearly audits
• Additional projects and reporting, as needed.

Collections Specialist

• Contact customers with outstanding balances and work with them to remit payment
• Process customer payments and investigate collections issues
• Manage a portfolio of accounts ensuring timely recovery of outstanding balances
• Leverage negotiation and persuasion skills for payment commitments
• De-escalate challenging situations using active listening and problem-solving
• Utilize multiple systems (Salesforce, Zuora, Internal Portal) to identify and resolve issues
• Document and track collections processes and activities accurately
• Enhance customer retention by explaining community solar benefits
• Perform skip tracing to locate hard-to-reach customers
• Deliver empathetic, solution-driven interactions prioritizing customer experience
• Collaborate within the team and share best practices
• Thrive in a fast-paced, goal-oriented environment
• Communicate effectively with other departments for case management
• Meet departmental KPIs, including dollars collected and call volumes
• Manage multiple daily tasks such as calls, inquiries, and Salesforce cases
• Clearly explain community solar benefits to customers

Collections Specialist – Solar Industry

• Following up with customers on open and overdue invoices
• Handle case escalations and complex invoices
• Coordinating with Universities, Student organizations, and companies on invoice payments
• Tracking and reporting on overall collections metrics
• Applying check and Venmo payments to invoices
• Taking card payments over the phone
• Applying discounts and refunds to invoices
• The Unknown - we're always looking to find new ways to improve and we also want you to take ownership of projects you think can add value

• Review patient accounts to ensure accuracy of balances and identify outstanding payments.
• Interpret and explain insurance ERAs/EOBs to clearly communicate patient responsibility.
• Conduct both inbound and outbound calls to patients regarding outstanding balances.
• Engage patients professionally and confidently, even in challenging conversations.
• Send well-written emails to patients when necessary to request payment or clarify balance information.
• Post patient payments to the correct claims within eClinicalWorks (eCW).
• Prepare and issue statements or receipts for patients.
• Maintain detailed and accurate records of communications, payments, and account updates.

Patient Collections Specialist

• Contact insurance companies and claim adjusters to obtain updates on claims, paperwork, and settlement statuses.
• Collect and organize essential documents, including adjuster summaries, scope of loss reports, settlement statements, and payment confirmations.
• Follow up on submitted estimates and invoices to verify receipt and payment progress
• Update CRM records with communications, documents, and status changes
• Move clients through internal workflow stages based on job progress
• Communicate daily with internal team members to provide status updates and flag issues
• Ensure digital job files are well-organized and audit-ready

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