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Billing Specialist
1 month ago
Safeway Tax Relief is seeking a diligent Billing Specialist to join our team. This role is essential for maintaining the financial health and client satisfaction of our company. As a Billing Specialist, you will focus on managing client payments, ensuring accurate documentation, and facilitating the resolution process for our clients.
Key Responsibilities:
- Collection Calls for Resolution Phase Clients:
- Proactively contact past due clients in the Resolution phase, aiming to secure timely payments.
- Employ effective communication strategies to emphasize the urgency of settling overdue payments.
- System Documentation:
- Promptly log all client interactions in IRS Logics, ensuring comprehensive and accurate account records.
- Maintain meticulous documentation to support the resolution process and track account status.
- Payment Rescheduling and Negotiation:
- Evaluate clients' financial circumstances to adjust payment schedules accordingly.
- Negotiate payment terms while aiming to maximize today's collection, balancing client needs with our financial objectives.
- Resolution Timeline Management:
- Stress the importance of updating payments within the resolution timeline to deliver timely results to clients.
- Work with internal teams to smoothly transition clients from collections to resolution phases, focusing on customer satisfaction.
- Preliminary Phase Collections:
- Address past due accounts in the "Investigation Phase," aiming to mitigate delinquencies early in the process.
- Initiate communication with clients to prevent the escalation of overdue accounts.
- Mathematical Skills:
- Utilize strong mathematical skills for recalculating payment schedules during client discussions.
- Ensure clear communication regarding payment agreements to foster mutual understanding.
- Team Management and Training:
- Oversee and mentor both sales support and collections specialists, promoting a collaborative and high-performance team environment.
- Encourage continuous skill development and improvement among team members.
- Client Interaction and Communication:
- Manage payment-related correspondence with professionalism, ensuring client satisfaction.
- Utilize various communication methods (email, voice mail, text) to engage with clients effectively.
- Loan Process Oversight and Financial Data Management:
- Oversee the loan process, ensuring accuracy from application to payment scheduling.
- Manage financial data using tools like Google Sheets, assisting the sales team in performance tracking.
- Collections and Client Engagement:
- Engage with clients on overdue payments, negotiating payment rescheduling when necessary.
- Coordinate with Case Managers on client-specific financial arrangements.
- Continuous Improvement:
- Actively participate in initiatives to enhance sales support efficiency and effectiveness.
- Stay updated on industry best practices, applying this knowledge to optimize team performance.
What Safeway Tax Relief Offers:
- Medical, Dental, and Vision Insurance after 90 days.
- Holidays
- Paid Time Off (Vacation, Sick)
- Access to an on-site gym.
- Catered meals every Friday.
Ideal Candidate Profile:
- Proven experience in billing, collections, or a similar role within the financial sector.
- Excellent mathematical skills and proficiency in financial software, preferably IRS Logics.
- Strong negotiation and communication skills, with the ability to manage sensitive situations diplomatically.
- A team-oriented mindset with the capacity for independent judgment and decision-making.
Join our team at Safeway Tax Relief and play a key role in our mission to provide exceptional financial resolution services. Apply today to contribute to our culture of success and client satisfaction.
Requirements:-
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