Contact insurance companies and claim adjusters to obtain updates on claims, paperwork, and settlement statuses.
Collect and organize essential documents, including adjuster summaries, scope of loss reports, settlement statements, and payment confirmations.
Follow up on submitted estimates and invoices to verify receipt and payment progress
Update CRM records with communications, documents, and status changes
Move clients through internal workflow stages based on job progress
Communicate daily with internal team members to provide status updates and flag issues
Ensure digital job files are well-organized and audit-ready

Previous virtual assistant experience: Preferred
Experience in roofing, restoration, or insurance claims coordination: Strongly preferred
Familiarity with insurance claims, adjusters, Xactimate, or construction/roofing workflows is a plus
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)
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.

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.
HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
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.

Collections Specialist

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