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 be a key player in maintaining the company’s financial health by tracking outstanding balances, following up with insurance carriers and homeowners, and ensuring timely payments.
You will manage sensitive financial correspondence, update CRM systems, and serve as a crucial liaison between operations, sales, and Production Team.
Key Responsibilities
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 items.
Maintain accurate records in CRM and shared file systems.
Experience & Skills Needed
2+ years of experience in a fast-paced collections or outbound sales role, requiring persistent follow-up, objection handling, and payment negotiation
Strong sales mindset developed in a collections environment; resilient, assertive, and not easily deterred by rejection
Experience in the roofing industry is highly preferred
Ability to interpret complex documentation, including EOBs, adjuster estimates, and insurance policy summaries
Detail-oriented with excellent data entry and document management skills
Proven experience with high-volume outbound calling and account management
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)
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.
HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
Top 1% VA Performance Training: Access to our 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.
These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.
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