Collections Clerk Job Description

Collections Clerk Job Description

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176 votes for Collections Clerk
Collections clerk provides support for a variety of public and office technology and equipment, including but not limited to photocopiers, printers, scanners, fax machine, microfilm readers/printers, Internet access, computers & desktop software, and VHS/DVD equipment.

Collections Clerk Duties & Responsibilities

To write an effective collections clerk job description, begin by listing detailed duties, responsibilities and expectations. We have included collections clerk job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintain billing reports/logs updated in Microsoft Excel on an-going basis for all the invoices submitted monthly through finance systems
Assist patients with any concerns that they may have during the call, performing full reconciliation, self-pay collections including, but not limited to, correspondence, e-mails, voicemails, insurance verification, billing and collections, write-offs, and other projects as the need is presented
Contacting delinquent customers via phone to secure payment
Assisting with printing and mailing of statements
Reviewing account histories with customers
Posting payments, credit memos and adjustments
Heavy phone activity and computer use
Filing and faxing of customer invoices and information
Meeting monthly accounts receivable goals
Housekeeping and adherence to health and safety standards

Collections Clerk Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Collections Clerk

Typically a job would require a certain level of education.

Employers hiring for the collections clerk job most commonly would prefer for their future employee to have a relevant degree such as Associate and High School Degree in Education, Accounting, General Education, Business, Finance, Associates, Business/Administration, Computer Sciences, Marketing, Accountancy

Skills for Collections Clerk

Desired skills for collections clerk include:

Excel
Microsoft Word
Great Plains
But not limited to
Internet
Multiple software programs
Outlook
Hospital reimbursement
Medical terminology
CPTs/APC’s and ICD-0

Desired experience for collections clerk includes:

Negotiates viable payment arrangements following company guidelines
Reduce denials to three percent of total receivables
Review account receivables over a designated time span
Appeal claims for appropriate reimbursement
Monitor billing industry changes and coding
Reconcile customer account as needed

Collections Clerk Examples

1

Collections Clerk Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of collections clerk. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for collections clerk
  • Managing, identifying, and resolving discrepancies
  • Maintaining acceptable payment pattern and relationships
  • Using multi-collection methods and techniques
  • Maximizing cash flow
  • Minimizing bad credit risk
  • Audit and mail daily invoices, match up international invoices with proformas
  • Fax copies of invoices and/or statements as requested--answer all discrepancies in invoice book
  • Prepare, enter and document all adjustments (A/R and OE & Invoicing)
  • Match, mail and file all adjustments with relating backup
  • Enter Daily Cash Receipts & apply clearings, generate Cash Reports, file Cash Reports, Bank Lockbox Reports and copies of checks received
Qualifications for collections clerk
  • Thorough knowledge of bank draft collection processing policies and procedures, Federal Regulations, and Oklahoma UCC
  • Thorough knowledge and understanding of bank operations
  • Working knowledge of collection item processing and related regulations
  • Basic knowledge of ITRACS, IM applications, Synergy
  • Interpersonal skills including oral and written communication skills
  • Research and problem solving skills including reconciliation
2

Collections Clerk Job Description

Job Description Example
Our growing company is looking to fill the role of collections clerk. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for collections clerk
  • Enter all new customer information and changes
  • Process and analyze all new customer credit applications
  • Release any and all orders held for unresolved credit issues and notify Sales Dept
  • Schedule and file Daily Cash Receipt Reports
  • Research Problem Accounts
  • Perform Month End Close as scheduled
  • Maintain customers’ credit limits and adjust weekly
  • Submit approved invoices received from the field/accounting timely to customers electronically through finance systems
  • Provide support to internal customers including sales, operations, and accounting department for receivables matters
  • File and keep organized customer cash receipts and others support records
Qualifications for collections clerk
  • Good PC skills including spreadsheet applications
  • Alphanumeric data entry (6,000 ksph – test required)
  • Must have worked in current position the required minimum length of time
  • No job performance or attendance warnings in last six months
  • Criminal Background Check required due to access of Personable Identifable Data (PID)
  • Working knowledge of ASAP, Carrent, GAR
3

Collections Clerk Job Description

Job Description Example
Our growing company is looking for a collections clerk. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for collections clerk
  • Surface, investigate and raise customer account queries via manual query template or system
  • Monitor and chase resolved queries
  • Provide daily overdue account balances report to the Supervisor
  • Raise journal amendments
  • Attend regular ledger review and provide reasons for any outstanding invoices on the ledger
  • Provide cover on other ledgers when required
  • Action weekly/monthly aged debtor report downloads
  • Provide Monthly Cash Flow forecast for assigned ledger
  • Provide cover on assigned administration duties
  • Involvement in the updating of documented department procedures
Qualifications for collections clerk
  • Patient collections experience
  • Knowledge of accounting and receivables
  • This role requires a person with excellent interpersonal skills including the ability to communicate clearly and professionally, orally and in writing
  • Collections Commercial
  • 3+ years of collections experience, and have experience with an automated telephone dialing system and collections database
  • Up to one year related invoicing experience and/or training
4

Collections Clerk Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of collections clerk. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for collections clerk
  • Will be making credit decisions
  • Will handle any billing discrepancies
  • Monitor and maintain accounts receivable balances and delinquent accounts
  • Maintain good follow up to ensure that promises to pay are met and accounts are kept up
  • Support both Pharmacy teams by opening and distributing mail
  • Analyze and collect open RX receivables
  • Communicate with insurance carriers in an effort to promptly resolve accounts
  • Prepare and send collection letters to patients
  • Rebill patient copays and collect on open balances
  • Review and direct second and third final bills
Qualifications for collections clerk
  • Proficiency with Microsoft Office Suite and Adobe Creator
  • Proficiency with invoicing and accounting software
  • Experience with AX, TrakQuip, and Oildex/Open Invoice/Cortex
  • High school graduate or equivalent, two years college preferred
  • At least two years of experience in health care data entry, preferably in hospice care systems
  • Must have computer knowledge to include MS Office applications
5

Collections Clerk Job Description

Job Description Example
Our company is hiring for a collections clerk. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for collections clerk
  • Submit adjustments request with appropriate documentation
  • Submit refunds request with appropriate documentation
  • Accurately receive, review, scan and forward Collections Correspondence
  • Respond to questions about delinquent accounts and direct customers on how to resolve them
  • Pull Explanation of Benefits (EOBs)
  • Prepare claims and invoices and print and mail itemized bills
  • Process credit card refunds for insurance and patient refunds for credit card payments only
  • Enter appropriate codes on the system, updates current account information, and generates letters
  • Pull necessary information for audits
  • Maintain files that detail correspondence activity
Qualifications for collections clerk
  • Experience with medical billing and/or collections terminology
  • Prefer previous knowledge or experience in MAS
  • Self starter and the ability to work with little or no supervision
  • At least 1-2 years of Accounts Receivables Credit & Collections
  • Highly motivated self-starter that can perform well in a team environment, providing a high degree of customer Service
  • Ability to function & multi-task in our high-pressure, fast paced work environment

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