Collections Agent

The Collections Agent will be responsible for debt collecting, debtor’s administration and support services in respect of debtor’s accounts as well as debtor’s cancellations. Maintaining and documenting daily collection activity, maximising cash receipts, issuing suspension notifications, contacting customers regarding overdue accounts, and overseeing customer payments.

JOB DUTIES

Billing

• Client invoicing.
• Process and send client Tax invoices.
• Collect and enter data for various financial spreadsheets.
• Suggest changes or improvements to increase accuracy and efficiency.
• Process and update finance-related tasks on CRM within the timeframes given.

Payments

• Load client debit orders and EFT payments onto the Porta platform timeously within the timeframes given.

Query resolution

• Resolve client account queries.
• Escalate advanced queries to the Billing Controller.
• Maintain effective working relationships with clients and employees while adhering to financial policies and procedures.
• Maintain clear communication channels between the Finance department and all other departments in the company.

Administration

• Add new and maintain existing client master files.
• Create and maintain accurate debtor accounts on the computerised bookkeeping system.

Debt Collection

• Debt collection via phone and email.
• Following up on debtor payment agreements.
• Communicate (verbal and written) with Collections Administrator regarding overdue accounts.

Other duties

• Customer Service.
• Email Management.
• Sent out invoice and statement requests.
• Drawing of itemised billing from Porta system.
• Capturing voice payments back into the Porta system.
• Taking and distributing telephone messages via email where necessary.
• Collect and enter data for various financial spreadsheets.
• Suggest changes or improvements to increase accuracy and efficiency.
• Perform additional duties as instructed by the Group Finance Manager.
• Process and update finance-related tasks on CRM within the timeframes given.
• Provide feedback and assistance to clients and internal employees relating to finance queries.
• Answering of incoming calls for the accounts department and transfer to relevant staff.
• Maintain clear communication channels between the Finance department and all other departments in the company.
• Process incoming emails of the accounts department, distribute to relevant staff members, follow up and provide feedback to clients.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:

• Grade 12
• Deadline driven
• Highly motivated
• Systematic thinking
• Good telephone skills
• Strong administration skills
• Demonstrate sound work ethics
• Excellent time management skills
• Ability to stay calm under pressure
• Fully computer literate with MS Office skills
• Be able to work independently and accurately
• Good understanding and working knowledge of Sage 
• Effective verbal, written and listening communication skills
• Solid understanding of basic bookkeeping and accounts receivable principles
• Ability to calculate, post and manage accounting figures and financial records
• At least 2+ years’ experience in the same or similar role in the creditors/debtors department