Optio Solutions, the Best Choice for Profit Recovery, is a full-service Collection Agency. Our services include pre-collection and collection strategies currently being used by medical and dental practices, home-care services, universities, auto dealers, veterinarians and many other businesses throughout the US. Optio Solutions is located in Petaluma, California
General Purpose of the Job
Under minimal direction, the Client Relations Rep. provides support for tasks relating to Client Relations, Accounts Receivable, Consumer Relations and Sales Departments, in addition to our clients. Also, this position is tasked with working on projects as assigned by the CEO and VP of Collections. Other responsibilities include, but are not limited to,updating reports for management, updating and providing reporting to clients, handling inbound calls and emails, processing inbound/outbound faxes and letters andmaintaining accounts in our account recovery software. Will assist management with orientation and training of representativeswhen requested.
- Updating and maintaining account information
- Handling daily, weekly and monthly reporting functions
- Creating and sending letters, payment receipts, statements and other correspondence
- Handling incoming consumer and client phone calls
- Processing sales and direct collection agreements
- Processing and documenting inbound and outbound mail and faxes
- Processing and documenting inbound email requests
- Responsible for new account and new client set-ups.
- Assist with daily operational tasks as needed
- Processing mail returns and filing
- Other job related duties as assigned
Knowledge and Experience
- High school diploma or general education degree (GED)
- One to three months related experience and/or training
- Equivalent combination of education and experience.
Skills and Abilities
- Ability to read and comprehend basic instructions, short correspondence and memos.
- Ability to write simple correspondence.
- Ability to effectively present information in one-on-one and small group situations.
- Ability to apply common sense understanding to carry out instructions
- Accuracy and attention to detail
- Typing at a minimum of 35 WPM
- Working knowledge of all Office applications (Word, Excel, etc.)
Optio Solutions offers team-oriented departments and a diverse group of friendly, motivated people. We enjoy a business-casual work place, contests, events and more! Optio Solutionsoffers Medical, Dental, Vision, Life, AD&D, 401(k) with company match and Holiday/Sick/Vacation pay. EOE