Accounts Receivable & Collections Specialist

Pension Services, Inc.; Miami (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

Pension Services, Inc. in Miami, FL is seeking an organized Accounts Receivable, Billing & Collections Clerk to join our financial team.

The role focuses on following up on outstanding balances, contacting clients about past-due invoices, processing payments, and maintaining accurate billing records. You will assist with invoicing, billing adjustments, payment applications, and day-to-day billing activities, and you should be comfortable discussing balances with clients, persistent in follow-up,

Qualifications

• Experience in accounts receivable, collections, or billing.
• Fast, accurate data entry and billing processing.
• Familiar with QuickBooks preferred.
• Strong attention to detail and organization.
• Excellent phone and written communication skills.
• Ability to handle sensitive financial information professionally.
• Experience in financial services or retirement plans is a plus.

Responsibilities

• Monitor accounts receivable and follow up on outstanding and past-due balances.
• Contact clients by phone and email regarding unpaid invoices and payment status.
• Maintain consistent and professional collection follow-up.
• Document collection activity and client communications.
• Review customer accounts and identify discrepancies or outstanding items.
• Prepare and send invoices, statements, and billing correspondence.
• Process, deposit, and apply client payments accurately.
• Research payment issues and billing discrepancies.
• Assist with billing adjustments and updates to account information.
• Review service agreements and fee schedules to ensure accurate billing.
• Maintain spreadsheets and reports related to accounts receivable and collections.
• Follow up on failed or incomplete payments and subsequent billing.
• Assist with TPA payment forms and other billing-related documentation.
• Respond to client questions regarding invoices, balances, and payments.
• Maintain accurate and organized billing and customer records.
• Work closely with the Billing Manager and other departments to resolve account issues.
• Perform other accounts receivable, billing, and administrative duties as needed.

Skills

Accounts receivable

Collections

Billing

Customer communication

Microsoft Excel

Education

High school diploma or GED

Tools

QuickBooks

Job description

Pension Services, Inc. in Miami, FL is seeking an organized Accounts Receivable, Billing & Collections Clerk to join our financial team.

The role focuses on following up on outstanding balances, contacting clients about past-due invoices, processing payments, and maintaining accurate billing records. You will assist with invoicing, billing adjustments, payment applications, and day-to-day billing activities, and you should be comfortable discussing balances with clients, persistent in follow-up,