Collections & Payments Coordinator – Roofing

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Winning Assistants LLC

51 - 200 employees

At Winning Assistants, we help doctors, healthcare professionals, and business owners save time, cut costs, and scale their operations with highly skilled, HIPAA-compliant virtual assistants. Our VAs handle tasks like admin support, medical office management, marketing, and customer service, allowing you to focus on growth.

📋 Description

• 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

🎯 Requirements

• 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 • Atleast 2 years of experience handling collections, billing, or claims follow-ups involving homeowners or insurance carrier 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 • Basic 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 25 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.

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