Collections Specialist

Lewis & Ellis Inc; Plano (TX); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A national actuarial consulting firm is seeking a Collections Specialist based in Plano. The ideal candidate will have a strong background in accounts receivable, 3+ years of experience in a professional services environment, and the ability to manage multiple accounts effectively. This role offers a hybrid work schedule along with competitive pay, benefits, and opportunities for professional development.

Benefits

Competitive salary

401(k) with company contribution

Health, Dental, and Vision insurance

PTO + holidays

Professional development opportunities

Qualifications

• 3+ years in a professional services environment, preferably in AR/collections.
• Proven ability to analyze accounts live with clients.
• Experience managing multiple portfolios and priorities.

Responsibilities

• Liaise with clients to secure timely payment on AR balances.
• Manage a portfolio of accounts and prioritize outreach.
• Research and resolve invoice discrepancies with clients.

Skills

Analytical skills

Strong communication

Relationship building

Attention to detail

Education

Associate's degree

Bachelor's degree in Accounting or Finance

Tools

NetSuite

Excel

Word

Job description

Collections Specialist

[Hybrid – Plano Based]

Are you a self‑starter who can jump on a client call, troubleshoot invoice discrepancies in real time, and keep multiple accounts moving without losing a detail? If you've grown up in professional services (accounting, engineering, law or insurance), thrive on accuracy, and can produce crisp status reports for leadership while partnering across project managers, this role was built for you.

Lewis & Ellis (L&E) is a nationally recognized actuarial consulting firm with a legacy of excellence since 1968. With over 50 actuaries nationwide and a global client base, we provide expert consulting services across life, health, and property & casualty insurance. Our commitment to innovation and personalized service makes us a trusted partner in navigating complex actuarial challenges.

You Will:

• Liaise with client contacts to secure timely payment on open AR balances, representing L&E with tact and professionalism.
• Manage a portfolio of accounts and prioritize outreach, track commitments, and follow through with clear next steps.
• Partner with project managers to review overdue accounts, share status updates, and align on actions.
• Work with the Billing team to research and resolve invoice discrepancies or client concerns quickly and accurately.
• Troubleshoot live with clients to analyze account issues, de‑escalate disputes, and move conversations to resolution.
• Build and deliver concise AR aging and collections reports for leadership-highlights risks, wins, and recommendations.
• Monitor receivables period‑over‑period; identify trends and root causes; create and execute action plans to improve collections.
• Maintain clean, accurate records in NetSuite and Excel; coordinate with AR on timely, correct payment posting.

Essential Requirements:

• Associate's degree required; Bachelor's preferred in Accounting, Finance, Business, or similar.
• 3+ years in a professional‑services environment (accounting, engineering, law; insurance helpful) in a related AR/collections or client‑facing finance role.
• Maintain a hybrid schedule of 2 days in office, 3 remote.
• Proven self‑starter comfortable analyzing accounts live with clients and de‑escalating invoice discrepancies.
• Strong relationship builder with clear, professional verbal and written communication across clients, PMs, and leadership.
• Able to manage multiple portfolios and priorities simultaneously; delivers crisp status reporting.
• Proficient in Excel and Word; Oracle NetSuite familiarity preferred; basic accounting familiarity a plus.

Pay, Benefits & Perks:

• Competitive salary and performance-based bonuses.
• 401(k), Roth and profit sharing plans including a guaranteed 3% contribution to 401(k).
• Health, Dental, and Vision with optional Life and Disability insurance.
• PTO + holidays.
• Opportunity for personal and professional development.
• A team that values individuality and aims for excellence.

Application Process

Please apply online. No calls or emails, please.

Lewis & Ellis is an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

L&E also provides reasonable accommodations to qualified individuals with disabilities and applicants with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws.