Job Description

Job Title: Accounts Receivable Agent Department: Legal Department Reports To: Account Manager / Clients Employment Type: Full-Time Scope: Phone Based Job Summary The Accounts Receivable Agent is responsible for managing the lifecycle of outstanding invoices within a legal campaign. This role focuses on researching past-due accounts, proactively contacting clients via phone and email to secure payments, and providing exceptional customer service to resolve billing discrepancies. The specialist will guide clients through payment arrangements while ensuring all administrative documentation meets high accuracy and compliance standards. Essential Job Functions (Listed in order of importance with approximate % of time. Total equals 100%.) Function % of time spent Collections & Proactive Outreach: Contact clients via phone and email to follow up on outstanding balances for the legal campaign. Secure payment commitments and follow up regularly to ensure aged receivables are cleared. - 40% Invoice Research & Analysis: Conduct detailed research on past-due invoices to identify root causes for non-payment. Reconcile account discrepancies and ensure billing accuracy before client contact. - 20% Client Assistance & Payment Processing: Guide clients through various payment methods and assist in establishing authorized payment arrangements. Provide professional support to resolve disputes or concerns. - 20% Administrative Documentation & Reporting: Maintain precise records of all client interactions and payment statuses in the CRM. Prepare periodic reports on collection targets and account aging. - 15% Compliance & Data Security: Ensure all collection activities adhere to legal standards, company policies, and data protection protocols. Maintain strict confidentiality regarding sensitive legal and financial data. - 5%

Required Qualifications

• Education: High School Diploma or equivalent; or Certification is Accounts or Business is a plus.
• Language: Full proficiency in English (written and verbal) is mandatory for professional client communication.
• Experience: 1–2 years of experience in both Collections and Customer Service.
• Technical Skills: Familiarity with CRM systems, digital payment platforms, and productivity tools like Google Workspace, Microsoft Tools, Teams or Slack.
• Soft Skills: Strong negotiation skills, high attention to detail, and the ability to handle difficult conversations with empathy and professionalism.

Preferred Qualifications

• Knowledge of debt collection.
• Previous experience working in an Administrative role or Finance environment.
• Experience in a BPO or remote support environment.

Work Conditions / Physical Demands

• Environment: This position operates in a fully remote (Work From Home) environment.
• Equipment: Requires a quiet, professional workspace with a reliable high-speed internet connection.
• Communication: Regular use of video conferencing, instant messaging, and collaborative project tools.
• Flexibility: May require occasional schedule adjustments to accommodate different client time zones.

Disclaimer This job description is intended to describe the general nature and level of work performed. It is not an exhaustive list of responsibilities or qualifications. Duties and responsibilities may be adjusted to meet business needs. © VLBPO | Confidential & Proprietary Template