Customer Service Representative - Collections

The primary responsibility of this position is to contact clients by telephone and email to follow up on outstanding balances and facilitate timely payments. The position is also responsible for processing payments, assisting clients with payment-related inquiries, and maintaining accurate records of collection activities.

The ideal candidate will have excellent communication and customer service skills, strong attention to detail, and the ability to handle collection calls professionally and courteously while maintaining positive client relationships.

Key Responsibilities:

• Conduct collection calls to clients regarding outstanding balances and payments due.
• Contact clients by telephone and email to follow up on outstanding accounts and facilitate timely payments.
• Communicate professionally with clients regarding account balances, payment options, and payment arrangements.
• Obtain and process payments through various methods, including bank accounts, credit cards, and checks.
• Accurately record and maintain payment and collection activity in the appropriate systems.
• Follow up consistently on outstanding accounts and document all collection efforts.
• Provide high-quality customer service while handling collection inquiries and maintaining positive client relationships.
• Assist clients with payment-related questions and provide accurate information regarding their accounts.
• Prepare and issue policy certificates upon client request.
• Organize and maintain physical and digital client files, ensuring accurate documentation and proper archiving.
• Assist the New Business and Underwriting Teams with projects and tasks as needed.
• Support the execution of special projects as assigned.
• Handle administrative tasks and provide support functions to ensure smooth departmental operations.
• Perform other duties as assigned.

Requirements:

• University studies preferred, ideally a Bachelor's degree.
• Excellent verbal and written communication skills in both Spanish and English.
• Strong customer service and interpersonal skills.
• Ability to communicate professionally and effectively with clients regarding payment and collection matters.
• Proficiency in Microsoft Office, including Excel, Word, and Outlook.
• Strong attention to detail, organization, and follow-up skills.
• Experience in collections or accounts receivable is preferred.
• Experience in the insurance industry is preferred but not required.

Equality Employment Opportunity **EEO** Affirmative Action for Minorities/Females/ Veterans/ People with disabilities. Employer with E-Verify to verify the eligibility of employment of all the new employees.

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid sick time
• Profit sharing
• Vision insurance

Work Location: In person