Collections Specialist (Remote)

Inspira Financial Trust, LLC; Oak Brook (IL); À distance; USD 55 000 - 70 000; Plein temps

Résumé du poste

Inspira Financial Trust, LLC is seeking a Collections Specialist reporting to the Manager of Funding Operations in the H&B Operations Department. You will perform funding collections outreach for plan sponsors with missed or insufficient funding payments across CBAS, Panda, and First Dollar.

The role involves conducting plan funding reconciliations, managing collections trackers, negotiating payment plans, and providing weekly updates to leadership.

Qualifications

• Strong communication and negotiation skills.
• Ability to apply critical thinking to funding reconciliation and collections work.
• Experience with plan funding reconciliations and funding platforms.

Responsabilités

• Conduct, interpret, and digest plan funding reconciliations to identify outstanding balances owed.
• Create and manage a collections tracker by severity of delinquency.
• Assist with updating plan funding reconciliations across pre-tax platforms as needed.
• Make outbound contact to inform plan sponsors of overdue amounts and collect funds.
• Negotiate payment plans to eliminate debt in a manageable way for sponsors.
• Provide weekly updates on collection efforts to the Manager of Funding Operations.
• Collaborate with managers and account managers to develop collection strategies.
• Maintain accurate documentation of conversations and payment expectations.
• Create and maintain written operating procedures for assigned functions.
• Escalate issues that require managerial intervention.
• Perform other duties as assigned.

Connaissances

Communication skills

Negotiation

Problem solving

Critical thinking

Outils

CBAS

Panda

First Dollar

Description du poste

The Collections Specialist will report to the Manager of Funding Operations in the H&B Operations Department. This role is responsible for performing funding collections outreach for plan sponsors who have missed or insufficient funding payments across pre-tax benefit platforms including CBAS, Panda, and First Dollar. The Collections Specialist conducts and interprets plan funding reconciliations, manages collections trackers, and works directly with plan sponsors to recover outstanding balances. The ideal candidate will have strong communication and negotiation skills, a mind for problem-solving, and the ability to apply critical thinking to funding reconciliation and collections work.

• Conduct, interpret, and digest plan funding reconciliations across pre-tax benefit platforms to identify outstanding balances owed
• Create and manage a collections tracker of plan sponsors who have missed funding payments, organized by severity of delinquency
• Assist Reconciliation Specialists with performing and updating plan funding reconciliations across pre-tax benefit platforms as needed
• Make outbound contact to inform plan sponsors of overdue amounts and attempt to collect funds owed utilizing data from funding audits
• Negotiate payment plans with plan sponsors to eliminate debt in a manner manageable for the plan sponsor when necessary
• Provide weekly updates on collection efforts and results to the Manager of Funding Operations
• Collaborate closely with the Manager, Team Lead, account managers, and at times their managers to develop strategies for collecting outstanding balances and determine when further action is necessary
• Maintain a high level of attention to detail and excellent record keeping ensuring conversations and expectations of payment are documented
• Create and maintain written operating procedures related to assigned functions
• Communicate and utilize sound judgment to elevate issues that may require intervention of the Manager
• Perform other duties as assigned