[Hiring] Payments & Collections Coordinator @Winning Assistants

Role Description

Our client is a fast-growing roofing company seeking a proactive and detail-oriented Payments & Collections Coordinator to join their team. In this role, you will help maintain the company’s financial operations by tracking outstanding balances, following up with insurance carriers and homeowners, and helping ensure timely payments. You will manage financial correspondence, update CRM systems, and coordinate with operations, sales, and production teams to support claim documentation, billing, and payment follow-ups.

• Track and follow up with homeowners and insurance carriers regarding outstanding balances and pending payments.
• Conduct outbound calls to follow up on unpaid invoices, address payment delays, handle objections, and secure payment.
• Support creation of supplemental documentation for underpaid or denied claims.
• Review and organize claim documents, photos, adjuster notes, and scopes.
• Help draft invoices and submit final billing to insurance or homeowners.
• Track the status of estimates and invoices and follow up on missing documentation or items.
• Manage sensitive financial correspondence and maintain accurate records in CRM and shared file system.

Qualifications

• 2+ years of experience in a fast-paced collections or outbound sales role requiring persistent follow-ups, objection handling, and payment discussions.
• Strong sales mindset developed in a collections environment; resilient, assertive, and comfortable handling objections.
• At least 2 years of experience handling collections, billing, or claims follow-ups involving homeowners or insurance carriers is a plus.
• Experience in the roofing industry is highly preferred.
• Ability to interpret complex documentation including EOBs, adjuster estimates, and insurance policy summaries.
• Detail-oriented with strong data entry and document management skills.
• Proven experience with high-volume outbound calling and account follow-ups.
• Solid understanding of billing cycles and escalation processes.
• Bonus: experience with Xactimate, Symbility, or insurance supplementing.
• Ability to consistently make 60–80 outbound calls per day.
• Performs well under pressure in a target-driven environment.

Requirements

• Must be proficient in speaking and writing English very clearly.
• Must have relevant work experience.
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory].
• Must be available for video meetings with your camera on (when needed).

Technical Requirements

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 10 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment.

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• Top 1% VA Performance Training: Access to proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.