Insight Global | Collections Specialist
10 hours ago
Job Description/Responsibilities
- Collect on customers’ accounts, both past due and proactive collections, by working and clearing UDM Worklist daily.
- Handle incoming calls and emails from customers regarding their invoices, including documenting the communication with the customer and responding appropriately.
- Notify the Credit Analyst, Sales, and RBC of any ongoing payment issues with a customer’s account.
- Recommend accounts for bad debt provision and/or third-party collections.
- Identify, research, and distribute disputed invoices
- Coordinate with internal departments to ensure they are resolved.
- Research and resolve short and partial payments.
- Complete Online billing as required by customers.
- Submit and Process Credit Memos on Customer Accounts.
- Process Credit Card Payments.
- Back-up Credit Analyst as required.
- Contribute to positive Company branding by projecting a knowledgeable, professional, and customer-oriented image to customers.
- Portfolio management of 400 – 700 active customers ranging $100-$1M at any given time.
- Use rigorous logic and methods to solve difficult problems. Must possess the ability to foresee, react, and offer solutions and look beyond single solution answers.
- Sign off on conditional/unconditional lien releases.
Must have:
- 3+ years' experience within collections (B2B or commercial collections experience)
- Associates degree or equivalent experience (5-6 years collections experience)
- Customer-service oriented
- Verbal and written communication skills
- Display organizational, interpersonal, analytical, and decision making skills
- Proficient within Microsoft Office, including Word and Excel
- Strong sense of urgency - ability to accommodate to quick requests
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