Customer Account Specialist

West Palm Beach, FL

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JOB SUMMARY: The Customer Account Specialist is responsible for making outbound calls as well as responding to inbound calls from customers regarding unsettled patient and client accounts. Additionally, the Customer Account Specialist is responsible for the accounts receivable process. The Customer Account Specialist will work closely with the accounting and laboratory billing departments.


  • Initiate outbound calls in a professional manner while keeping and improving customer relations.
  • Accounts receivable: posts customer payments by recording cash, checks, and credit card transactions.
  • Accounts receivable follow up; includes written and verbal correspondence with patients and clients.
  • Reviewing open accounts for collection efforts.
  • Resolves client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner.
  • Invoices clients in installments, based on company procedures, contractual agreements, and/or as directed by the manager.
  • Utilizes various systems and tools to assist and service customers.
  • Provides information by collecting, analyzing, and summarizing information; responding to requests.
  • Prepares reports by collecting and analyzing information.
  • Ensures compliance with appropriate industry regulations and State and Federal regulations.
  • Maintains working knowledge of applicable laws and regulations as they relate to assigned responsibilities.
  • Maintains confidentiality of all information related to patients, clients and finances.
  • Performs other duties as assigned.


  • High School or General Equivalency Diploma
  • Bachelors degree (preferred)


  • 1+ year of customer service or call center experience preferred
  • 1+ year experience with accounts receivables Electronic Remittance Advice (ERA)


  • Excellent speaking, listening, and customer service skills
  • Professional and personable demeanor over the phone
  • Excellent attention to detail
  • Great time management and prioritization skills Excellent customer service skills
  • Exceptional attention to detail and organization skills
  • Strong work ethic and desire to work effectively with external customers, co-workers and management
  • Good verbal and written communication skills
  • Knowledge of Microsoft applications (Word, Outlook, Excel required) as well as internet research and data entry

Work Environment and Physical Demand: General office environment

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Position: Customer Account Specialist

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