Front End Collections TM Specialist

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Delegate CX

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🎯 Recruiter

🏢 Enterprise

B2B • Recruitment • Enterprise

Delegate CX is a company that specializes in helping U. S. businesses scale their teams by providing highly-trained global talent. Through their proprietary 4D process and comprehensive training programs, they streamline the hiring and onboarding processes, making it easier and more cost-effective for companies to grow. Delegate CX emphasizes integrating their outsourced, full-time hires seamlessly into the client company’s teams, providing an additional layer of support for continued business growth.

📋 Description

• Review customer files, contracts, insurance documents, and project information to determine required deposits and out-of-pocket expenses • Contact customers to collect deposits and secure payments before project commencement • Verify payment amounts based on insurance coverage, project scope, and customer obligations • Maintain accurate records of customer communications, payment activity, and account status • Follow up on outstanding deposits and payment commitments in a timely manner • Collaborate with sales, project management, and operations teams to ensure smooth project progression • Resolve customer questions related to deposits, payments, and project financial requirements • Document collection activities and update internal systems with accurate account information • Monitor accounts and identify potential collection issues before they impact project timelines • Assist with reporting and tracking collection metrics as required • Perform additional collections and administrative support tasks as assigned

🎯 Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, or a related field preferred. • 2–4 years of collections, accounts receivable, customer service, or related experience • Previous construction industry experience required • Roofing industry experience strongly preferred • Excellent verbal and written English communication skills. • Ability to work overnight or graveyard shifts in Philippine time or within U.S. operating hours. • Proficiency in Microsoft Office applications, particularly Excel and Outlook • Experience in maintaining accurate records and documentation • Familiarity with CRM systems and collections software • Ability to read and understand customer contracts, project documentation, and insurance paperwork • Understanding of insurance claim processes and customer out-of-pocket obligations • Experience with AccuLynx is a plus • Native or neutral English accent is highly preferred • Ability to learn roofing terminology and industry processes quickly

🏖️ Benefits

• Industry-leading salary packages • Permanent work-from-home setup • Company equipment provided • Internet stipends upon regularization • HMO Coverage • PTO credits and service incentive leaves • Major spring and winter company live events • Monthly employee appreciation virtual events • Company-provided career skills training courses • A company culture focused on your personal and professional growth