Clipboard Health
Collection Specialist
Clipboard Health, San Francisco, California, United States, 94199
Note: This role is for candidates based in Philippines, Jamaica, India, United States, Canada, Poland, South Africa, and South America (we do not provide visa sponsorships).
About the Role:
The Collections team under Billing Operations is responsible for collecting payments from Healthcare Facilities. A Collection Specialist ensures that the assigned facilities pay their invoices quickly and on time. Cash is the lifeline of any company, making this a critical role to ensure smooth cash flow. The Collection Specialist will reach out to the facilities through phone and email to secure payment commitments (Promise to Pay) and ensure that these commitments are honored. The Specialist will work with facilities and internal teams to remove any roadblocks in collecting payments, requiring cross-functional collaboration with Billing Disputes, Sales, Facility Onboarding, and Customer Support. Responsibilities:
Monitor accounts to identify outstanding debts Review previous data for each debt or bill Contact AP’s/Admins via call or email regarding overdue payments or upcoming dues Identify the root cause of non-payment Resolve billing concerns Report on collections updates and accounts receivable status Communicate with the sales department to maintain accurate client contract information Maintain logs of calls and record any payment updates from customers Contact new facilities for courtesy and payment reminder calls and emails Apply and deliver training content effectively Identify critical accounts and endorse them to managers Build relationships with Facilities, setting expectations about billing policy, NET & Dispute Terms Introduce themselves to facilities and provide contact details Build good relationships with cross-functional and billing team members Review the current standing of assigned accounts
Identify good payers versus bad payers Assist HCFs with billing concerns and report to managers for further consultation Track facilities that do not require calls due to being good payers Conduct periodic checks to identify if HCFs need assistance with their bills
Build out SMART plans for delinquent accounts Aim for a 95% collection rate on a quarterly basis Requirements and Skills:
Good listening skills Communication skills (verbal and written) Negotiating skills Patience and stress management Problem-solving and critical thinking skills Quick adaptability to changes Knowledge of Microsoft Office Software Knowledge of Google cloud-based software Proven experience with customer service tools (ticketing software, email platforms, chat & phone software, etc.) #LI-DNI
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About the Role:
The Collections team under Billing Operations is responsible for collecting payments from Healthcare Facilities. A Collection Specialist ensures that the assigned facilities pay their invoices quickly and on time. Cash is the lifeline of any company, making this a critical role to ensure smooth cash flow. The Collection Specialist will reach out to the facilities through phone and email to secure payment commitments (Promise to Pay) and ensure that these commitments are honored. The Specialist will work with facilities and internal teams to remove any roadblocks in collecting payments, requiring cross-functional collaboration with Billing Disputes, Sales, Facility Onboarding, and Customer Support. Responsibilities:
Monitor accounts to identify outstanding debts Review previous data for each debt or bill Contact AP’s/Admins via call or email regarding overdue payments or upcoming dues Identify the root cause of non-payment Resolve billing concerns Report on collections updates and accounts receivable status Communicate with the sales department to maintain accurate client contract information Maintain logs of calls and record any payment updates from customers Contact new facilities for courtesy and payment reminder calls and emails Apply and deliver training content effectively Identify critical accounts and endorse them to managers Build relationships with Facilities, setting expectations about billing policy, NET & Dispute Terms Introduce themselves to facilities and provide contact details Build good relationships with cross-functional and billing team members Review the current standing of assigned accounts
Identify good payers versus bad payers Assist HCFs with billing concerns and report to managers for further consultation Track facilities that do not require calls due to being good payers Conduct periodic checks to identify if HCFs need assistance with their bills
Build out SMART plans for delinquent accounts Aim for a 95% collection rate on a quarterly basis Requirements and Skills:
Good listening skills Communication skills (verbal and written) Negotiating skills Patience and stress management Problem-solving and critical thinking skills Quick adaptability to changes Knowledge of Microsoft Office Software Knowledge of Google cloud-based software Proven experience with customer service tools (ticketing software, email platforms, chat & phone software, etc.) #LI-DNI
#J-18808-Ljbffr