Estimator / Billing Assistant
TLDR
Manage sensitive financial correspondence and track outstanding balances to maintain the company’s financial health as a vital Payments & Collections Coordinator.
Job Title: Estimator / Billing Assistant
Position type: Full-time
Work hours: 8:00 AM – 5:00 PM EDT
Work days: Monday – Friday
Salary: $6 - $7 per hour
Job code: KD-CD
Workplace: Remote
Preferred Candidate Location: Philippines
Position Overview
Our client is a fast-growing roofing company seeking a proactive and detail-oriented Payments & Collections Coordinator to join their team. In this role, you will be a key player in maintaining the company’s financial health by tracking outstanding balances, following up with insurance carriers and homeowners, and ensuring timely payments.
You will manage sensitive financial correspondence, update CRM systems, and serve as a crucial liaison between operations, sales, and Production Team.
Key Responsibilities
- Support creation of supplemental documentation for underpaid or denied claims.
- Review and organize claim documents, photos, adjuster notes, and scopes.
- Help draft invoices and submit final billing to insurance or homeowners.
- Track the status of estimates and invoices and follow up on missing items.
- Maintain accurate records in CRM and shared file systems.
Requirements
Experience & Skills Needed
- 2+ years of experience in a fast-paced collections or outbound sales role, requiring persistent follow-up, objection handling, and payment negotiation
- Strong sales mindset developed in a collections environment; resilient, assertive, and not easily deterred by rejection
- Experience in the roofing industry is highly preferred
- Ability to interpret complex documentation, including EOBs, adjuster estimates, and insurance policy summaries
- Detail-oriented with excellent data entry and document management skills
- Proven experience with high-volume outbound calling and account management
- Solid understanding of billing cycles and escalation processes
- Bonus: experience with Xactimate, Symbility, or insurance supplementing
- Ability to consistently make 60–80 outbound calls per day
- Performs well under pressure in a target-driven environment
Basic requirements
- Must be proficient in speaking and writing English very clearly
- Must have relevant work experience
- Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
- Must be available for video meetings with your camera on (when needed)
- No other clients during required work hours
Technical requirements
- Device: Reliable laptop or desktop computer.
- Internet: High-speed connection (minimum 10 Mbps).
- Audio: Noise-canceling headset.
- Video: Webcam for virtual meetings.
- Workspace: Quiet, professional environment
Benefits
- Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
- Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
- Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
- Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
- Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
- Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
- Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.
Winning Assistants provides specialized virtual assistant services to healthcare professionals, streamlining administrative tasks like medical billing and patient communication. Their focus on HIPAA compliance and tailored support enhances workflow efficiency, allowing clients to concentrate on delivering quality care.
- Industry
- Health Care Providers & Services