Accounts Receivable/Collections Specialist

We need to output HTML fragment with sections: Benefits, Overview (maybe as About the role?), Responsibilities, Required Skills & Qualifications (maybe as Qualifications), Physical And Work Environment Requirements (maybe as Requirements? Actually they have a separate section for Physical And Work Environment Requirements). Also we have Normal Working Hours etc which could be Schedule. Also we have Pay? Not present. So we should include sections only if content present. We need to use

for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content: - Benefits: "401(k) Health insurance Paid time off". That's a list. So

Benefits

• 401(k)
• Health insurance
• Paid time off

- Overview: The paragraph after "Overview". That's prose. Use

. - Responsibilities: The list under "Key Responsibilities" includes many items. We need to output as

• ...
...>. Should we include the heading "Key Responsibilities"? Use

Responsibilities

. The list includes items like "Accounts Receivable Management" then sub-bullets. The original text: "Key Responsibilities 2. Customer & Client Communication 3. Insurance & Mortgage Company Coordination 4. Dispute Resolution 5. Reporting & Documentation 6. Compliance & Process Adherence Accounts ReceivableManagementMonitor aging reports and prioritize accounts for follow‑upMaintain accurate and up‑to‑date customer account recordsApply payments, reconcile discrepancies, and resolve unapplied fundsContact customers regarding outstanding balances via phone, email, and written noticesProvide clear explanations of invoices, insurance proceeds, and payment expectationsHandle escalated or sensitive conversations with professionalismTrack insurance payments, depreciation releases, and supplemental approvalsCommunicate with mortgage companies to obtain endorsements and expedite check processingEnsure all required documentation is submitted for mortgage company releaseInvestigate and resolve billing disputes, missing documentation, or scope discrepanciesCollaborate with project managers, estimators, and accounting to validate chargesDocument all interactions and outcomes in the company’s systemsMaintain detailed notes on collection activities and customer interactionsPrepare weekly AR status reports for managementIdentify trends, risks, and accounts requiring escalationFollow company policies, state regulations, and internal SOPsEnsure proper handling of insurance funds and lien‑related documentationSupport lien filing processes when accounts become delinquent" We need to parse into list items. Probably each bullet is a responsibility. Could group them as separate
• . We'll break by sentences or by the capitalized headings? Simpler: treat each line after "Accounts ReceivableManagement" as separate responsibilities. But we need to preserve all substantive info. We'll create list items for each distinct responsibility. Let's extract: - Monitor aging reports and prioritize accounts for follow‑up - Maintain accurate and up‑to‑date customer account records - Apply payments, reconcile discrepancies, and resolve unapplied funds - Contact customers regarding outstanding balances via phone, email, and written notices - Provide clear explanations of invoices, insurance proceeds, and payment expectations - Handle escalated or sensitive conversations with professionalism - Track insurance payments, depreciation releases, and supplemental approvals - Communicate with mortgage companies to obtain endorsements and expedite check processing - Ensure all required documentation is submitted for mortgage company release - Investigate and resolve billing disputes, missing documentation, or scope discrepancies - Collaborate with project managers, estimators, and accounting to validate charges - Document all interactions and outcomes in the company’s systems - Maintain detailed notes on collection activities and customer interactions - Prepare weekly AR status reports for management - Identify trends, risks, and accounts requiring escalation - Follow company policies, state regulations, and internal SOPs - Ensure proper handling of insurance funds and lien‑related documentation - Support lien filing processes when accounts become delinquent Also there were earlier headings: "Customer & Client Communication", "Insurance & Mortgage Company Coordination", "Dispute Resolution", "Reporting & Documentation", "Compliance & Process Adherence". Those could be considered categories but we already have items covering them. We could include them as list items as well. But to avoid duplication, we could incorporate them as responsibilities. However the instruction: preserve ALL substantive information; do not invent or summarize away detail. So we should keep those headings as responsibilities too. But they are not detailed actions; they are categories. Might be okay to include them as list items. Thus list items: Customer & Client Communication, Insurance & Mortgage Company Coordination, Dispute Resolution, Reporting & Documentation, Compliance & Process Adherence, then the detailed items. We'll output as
  • Customer & Client Communication
  ... etc. Now Required Skills & Qualifications: The text includes "Required Skills & Qualifications Strong communication and negotiation skillsHigh attention to detail and accuracyAbility to manage multiple accounts and deadlinesProficiency with accounting or CRM systems (e.g., QuickBooks, DASH, Xactimate)Basic understanding of insurance claim workflows preferred Preferred Experience 1–3 years in collections, AR, or customer billingExperience in construction, restoration, or insurance‑related industriesFamiliarity with mortgage company endorsement processes Success Indicators Reduction in aging ARTimely follow‑up and documentationStrong cross‑department collaborationProfessional handling of customer and carrier interactions" We need to separate into Skills, Qualifications, maybe Experience. The headings allowed: Skills, Qualifications. We could combine into one section "Qualifications" or "Skills". Since we have both skills and qualifications, we could make two sections: Skills and Qualifications. But we need to avoid thin sections. Could combine into one

  Qualifications

  with list items covering skills, experience, success indicators. However the instruction: Prefer a few substantive sections over many thin ones. So maybe one section "Qualifications" containing all. But we also have "Physical And Work Environment Requirements" which could be a section "Requirements". And "Normal Working Hours, Additional Working Hours And Travel Requirements" could be "Schedule". Also we have statement about SERVPRO franchise which is boilerplate? It's about employment; maybe we should drop as boilerplate? It's not cookie/navigation/legal/EEO etc. It's about franchise employment; could be considered boilerplate but it's substantive? It's about who employs you. Might be considered legal boilerplate. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is about employment relationship; could be considered legal boilerplate. Safer to drop it. Thus sections: - Benefits - Overview (maybe as About the role) - Responsibilities - Qualifications (combining skills, experience, success indicators) - Requirements (Physical And Work Environment Requirements) - Schedule (Normal Working Hours etc) We need to use headings exactly as allowed: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Benefits, Overview (maybe About the role), Responsibilities, Qualifications, Requirements, Schedule. We'll not include Skills separately if we put skills inside Qualifications. But we could also have Skills section. However we have both skills and qualifications; we could split: Skills section for skills, Qualifications for experience and success indicators. That would be two sections but still substantive. Let's do that: Skills and Qualifications. Thus: - Skills: list of skills (communication, negotiation, attention to detail, manage multiple accounts, proficiency with accounting/CRM, basic understanding of insurance claim workflows) - Qualifications: list of experience (1-3 years in collections, AR, or customer billing; experience in construction, restoration, or insurance-related industries; familiarity with mortgage company endorsement processes) plus success indicators (reduction in aging AR, timely follow-up and documentation, strong cross-department collaboration, professional handling of customer and carrier interactions) Now Requirements: Physical And Work Environment Requirements: "This is a largely sedentary role in an office environment. However, some filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary." We'll output as

  . Schedule: "Normal Working Hours, Additional Working Hours And Travel Requirements This is a full-time position working 8:00 a.m.–5:00 p.m., Monday through Friday. This position may require longer hours, and some flexibility in hours may be needed dependent upon the business needs." We'll output as

  . Now Overview: The paragraph after "Overview". We'll output as

  . Now Benefits: list. Now Responsibilities: list. Now ensure we don't repeat job title. Now output HTML fragment only. Let's craft. Benefits:

  Benefits

  • 401(k)
  • Health insurance
  • Paid time off
  Overview:

  About the role

  The Collections Specialist is responsible for managing the company’s accounts receivable portfolio, ensuring timely collection of outstanding balances, and maintaining accurate financial records. This role requires strong communication skills, attention to detail, and the ability to navigate complex payment scenarios involving homeowners, insurance carriers, and mortgage companies.

  Responsibilities:

  Responsibilities

  • Customer & Client Communication
  • Insurance & Mortgage Company Coordination
  • Dispute Resolution
  • Reporting & Documentation
  • Compliance & Process Adherence
  • Monitor aging reports and prioritize accounts for follow‑up
  • Maintain accurate and up‑to‑date customer account records
  • Apply payments, reconcile discrepancies, and resolve unapplied funds
  • Contact customers regarding outstanding balances via phone, email, and written notices
  • Provide clear explanations of invoices, insurance proceeds, and payment expectations
  • Handle escalated or sensitive conversations with professionalism
  • Track insurance payments, depreciation releases, and supplemental approvals
  • Communicate with mortgage companies to obtain endorsements and expedite check processing
  • Ensure all required documentation is submitted for mortgage company release
  • Investigate and resolve billing disputes, missing documentation, or scope discrepancies
  • Collaborate with project managers, estimators, and accounting to validate charges
  • Document all interactions and outcomes in the company’s systems
  • Maintain detailed notes on collection activities and customer interactions
  • Prepare weekly AR status reports for management
  • Identify trends, risks, and accounts requiring escalation
  • Follow company policies, state regulations, and internal SOPs
  • Ensure proper handling of insurance funds and lien‑related documentation
  • Support lien filing processes when accounts become delinquent
  Skills:

  Skills

  • Strong communication and negotiation skills
  • High attention to detail and accuracy
  • Ability to manage multiple accounts and deadlines
  • Proficiency with accounting or CRM systems (e.g., QuickBooks, DASH, Xactimate)
  • Basic understanding of insurance claim workflows (preferred)
  Qualifications:

  Qualifications

  • 1–3 years in collections, AR, or customer billing
  • Experience in construction, restoration, or insurance‑related industries
  • Familiarity with mortgage company endorsement processes
  • Success indicators: reduction in aging AR, timely follow‑up and documentation, strong cross‑department collaboration, professional handling of customer and carrier interactions
  Requirements:

  Requirements

  This is a largely sedentary role in an office environment. However, some filing is required. This would require the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

  Schedule:

  Schedule