Accounts Receivable Collections Coordinator

Position Summary:
The Accounts Receivable Collections Coordinator is responsible for contacting insurance adjusters and/or customers regarding outstanding invoices, securing timely payments, and maintaining positive customer relationships while minimizing delinquent accounts. This role requires excellent communication skills, attention to detail, and the ability to resolve payment issues professionally and efficiently.

Key Responsibilities:

• Contact insurance adjusters and/or customers by phone, email , and other communication methods to collect

outstanding balances.

• Review customer accounts to identify overdue invoices and prioritize collection efforts.
• Investigate and resolve billing discrepancies and payment disputes.
• Process and reconcile customer payments as needed.
• Document all collection activities, customer interactions, and payment commitments in the company's job file

management system.

• Monitor aging reports and follow up on delinquent accounts.
• Collaborate with the Accounting, Customer Service, Job File Coordinator teams to resolve account issues.
• Escalate accounts requiring legal action or management review when necessary.
• Maintain compliance with applicable collection laws, company policies, and confidentiality standards.
• Meet or exceed collection performance goals, including collection rates, call volume, and Days Sales Outstanding (DSO) targets.
• Provide exceptional customer service while maintaining a professional and respectful approach during difficult

conversations.

Required Qualifications:

• High school diploma or equivalent (Associate's degree in Accounting, Finance, or Business preferred).
• 1–3 years of accounts receivable, collections, or customer service experience.
• Experience using accounting software and Microsoft Office, particularly Excel.
• Strong understanding of accounts receivable processes and payment terms.

Required Skills & Competencies:

• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Professional phone etiquette and active listening skills.
• Strong conflict resolution abilities.
• Ability to remain calm and professional during challenging conversations.
• Attention to detail and high level of accuracy.
• Critical thinking and problem-solving abilities.
• Ability to prioritize multiple accounts and deadlines.
• Customer-focused mindset with the ability to build positive relationships.
• Basic accounting and financial knowledge.
• Proficiency in Microsoft Excel, Outlook, Quickbooks Online
• Ability to maintain confidentiality with sensitive financial information.
• Self-motivated with the ability to work independently and as part of a team.

Preferred Experience:

• Familiarity with ERP systems such as SAP, Oracle, Microsoft Dynamics, NetSuite, or QuickBooks.
• Experience meeting collection KPIs and reducing aged receivables.
• Knowledge of credit policies and collection regulations.

Performance Expectations:
Success in this role is measured by:

• Reduction in overdue accounts and aging balances.
• Achievement of monthly collection goals.
• Timely follow-up on delinquent accounts.
• Accurate documentation of customer communications.
• Professional customer interactions and issue resolution.
• Compliance with company policies and collection procedures.