Collection Specialist

Summary

Join Clipboard Health's growing team as a Collection Specialist to ensure smooth cash flows for the company by collecting payments from healthcare facilities.

Requirements

• Good listening skills
• Communication skills (Verbal and written)
• Negotiating skills
• Patience and stress management
• Problem-solving skills and Critical thinking skills
• Quick adaptability to changes
• Knowledge of Microsoft Office Software
• Knowledge of using Google cloud-based software
• Proven experience using Customer Service tools (Ticketing software, Email platforms, chat & phone software, etc.)

Responsibilities

• Monitor accounts to identify outstanding debts
• Review previous data for each debt or bill
• Contact AP’s/Admins via call or email to ask about their overdue payments / upcoming dues
• Identify the root cause of non-payment
• Resolve billing concerns
• Report on collections update and accounts receivable status
• Communicating with the sales department to maintain accurate and updated information on client contract
• Maintained logs of calls and record any payment updates from the customer
• Billing reps will be assigned new facilities to start contacting, doing courtesy, and payment reminder calls and emails
• The billing reps are expected to apply and deliver what was taught in the training
• Billing reps will identify their critical accounts and will be expected to endorse them to their managers
• Build relationships with the Facilities (Properly set expectations about our billing policy, explain NET & Dispute Terms, etc.)
• Billing reps to introduce themselves to the facilities and give their contact details
• Build good relationships cross-functionally and billing team members
• Review the current standing of their assigned accounts Identify good payers to bad payers
• Help their HCF resolve their concerns on their bills and report to managers for further consultation
• Keep track of facilities do not need to call because they are good payers
• Temp check from time to time to identify if their HCF needs any assistance with their bills
• Build out SMART plans for the delinquent accounts
• Aim to have a 95% collection rate on a quarterly basis