- Track and follow up with homeowners and insurance carriers regarding outstanding balances and pending payments.
- Conduct outbound calls to follow up on unpaid invoices, address payment delays, handle objections, and secure payment.
- 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 documentation or items.
- Manage sensitive financial correspondence and maintain accurate records in CRM and shared file system
Data entryCRM