Accounts Receivable/Collections Specialist

Ga-Evans-mid

Finance & AccountingCollections Specialist

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Quick Summary

Overview

Benefits: 401(k) Health insurance Paid time off Overview The Collections Specialist is responsible for managing the company’s accounts receivable portfolio,

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Finance & AccountingCollections Specialist

Benefits:

401(k)
Health insurance
Paid time off

Overview

The Collections Specialist is responsible for managing the company’s accounts receivable portfolio, ensuring timely collection of outstanding balances, and maintaining accurate financial records. This role requires strong communication skills, attention to detail, and the ability to navigate complex payment scenarios involving homeowners, insurance carriers, and mortgage companies.

Key Responsibilities

1. Accounts Receivable Management

Monitor aging reports and prioritize accounts for follow‑up
Maintain accurate and up‑to‑date customer account records
Apply payments, reconcile discrepancies, and resolve unapplied funds

2. Customer & Client Communication

Contact customers regarding outstanding balances via phone, email, and written notices
Provide clear explanations of invoices, insurance proceeds, and payment expectations
Handle escalated or sensitive conversations with professionalism

3. Insurance & Mortgage Company Coordination

Track insurance payments, depreciation releases, and supplemental approvals
Communicate with mortgage companies to obtain endorsements and expedite check processing
Ensure all required documentation is submitted for mortgage company release

4. Dispute Resolution

Investigate and resolve billing disputes, missing documentation, or scope discrepancies
Collaborate with project managers, estimators, and accounting to validate charges
Document all interactions and outcomes in the company’s systems

5. Reporting & Documentation

Maintain detailed notes on collection activities and customer interactions
Prepare weekly AR status reports for management
Identify trends, risks, and accounts requiring escalation

6. Compliance & Process Adherence

Follow company policies, state regulations, and internal SOPs
Ensure proper handling of insurance funds and lien‑related documentation
Support lien filing processes when accounts become delinquent

Required Skills & Qualifications

Strong communication and negotiation skills
High attention to detail and accuracy
Ability to manage multiple accounts and deadlines
Proficiency with accounting or CRM systems (e.g., QuickBooks, DASH, Xactimate)
Basic understanding of insurance claim workflows preferred

Preferred Experience

1–3 years in collections, AR, or customer billing
Experience in construction, restoration, or insurance‑related industries
Familiarity with mortgage company endorsement processes

Success Indicators

Reduction in aging AR
Timely follow‑up and documentation
Strong cross‑department collaboration
Professional handling of customer and carrier interactions

Physical and Work Environment Requirements

This is a largely sedentary role in an office environment. However, some filing is required. This would require the ability to lift files, open filing cabinets, and

bend or stand on a stool as necessary.

Normal Working Hours, Additional Working Hours and Travel Requirements

This is a full-time position working 8:00 a.m.–5:00 p.m., Monday through Friday.

This position may require longer hours, and some flexibility in hours may be

needed dependent upon the business needs.