AR & Collections Specialist: Cash Flow Optimizer

SERVPRO of Vacaville / Dixon; Evans (WA); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Job summary

The Collections Specialist position at SERVPRO of Vacaville / Dixon is responsible for managing the company’s accounts receivable portfolio, ensuring timely collection of outstanding balances, and maintaining accurate financial records.

This role requires strong communication skills and meticulous attention to detail to navigate complex payment scenarios with homeowners, insurance carriers, and mortgage companies.

Qualifications

• Strong communication and negotiation skills.
• High attention to detail and accuracy.
• Ability to manage multiple accounts and deadlines.
• Proficiency with accounting or CRM systems (e.g., QuickBooks, DASH, Xactimate).
• Basic understanding of insurance claim workflows preferred.

Responsibilities

• Accounts Receivable Management
• Monitor aging reports and prioritize accounts for follow‑up
• Maintain accurate and up‑to‑date customer account records
• Apply payments, reconcile discrepancies, and resolve unapplied funds
• Contact customers regarding outstanding balances via phone, email, and written notices
• Provide clear explanations of invoices, insurance proceeds, and payment expectations
• Coordinate with mortgage companies to obtain endorsements and expedite check processing
• Investigate and resolve billing disputes, missing documentation, or scope discrepancies
• Collaborate with project managers, estimators, and accounting to validate charges
• Document all interactions and outcomes in the company’s systems
• Prepare weekly AR status reports for management

Skills

Communication

Negotiation

Attention to detail

Multitasking

CRM systems

Accounting software

Insurance workflows

Tools

QuickBooks

DASH

Xactimate

Job description

The Collections Specialist position at SERVPRO of Vacaville / Dixon is responsible for managing the company’s accounts receivable portfolio, ensuring timely collection of outstanding balances, and maintaining accurate financial records.

This role requires strong communication skills and meticulous attention to detail to navigate complex payment scenarios with homeowners, insurance carriers, and mortgage companies.