Bilingual Account Representative

Bilingual Account Representative

The Bilingual Account Representative manages a high-volume portfolio of business accounts, focusing on collections and account resolution in a professional, customer-focused manner. This role oversees approximately 400 active accounts with a total value exceeding $2.5 million, handling B2B collections primarily through email and internal systems. You will review delinquent accounts, follow up on outstanding balances, and collaborate with cross-functional teams to resolve billing and payment issues.

This position is ideal for someone who is detail-oriented, enjoys building relationships, and is looking to grow a long-term career in financial services, collections, or customer operations within a stable, global organization.

Responsibilities

• Manage a portfolio of approximately 400 active business accounts with a total value exceeding $2.5 million, ensuring timely follow-up and resolution of outstanding balances.
• Review and monitor delinquent accounts on a regular basis, identifying past due balances and implementing appropriate collection strategies.
• Handle inbound and outbound communications related to account status and payment arrangements, primarily through email and the company's collections lifecycle management (CLM) system.
• Work through approximately 50 customer cases daily while maintaining a high level of accuracy, professionalism, and customer service.
• Collaborate with internal departments, including Finance, Billing, and Customer Service, to resolve account inquiries, payment issues, and discrepancies.
• Research account discrepancies and assist clients with billing-related questions to ensure accounts are accurate and up to date.
• Maintain accurate customer records and update account information within company systems, ensuring data integrity and compliance with internal standards.
• Generate, review, and maintain reports related to account status and collections activity while consistently meeting established department deadlines.
• Balance collection goals with a professional, customer-focused approach, preserving strong business relationships while achieving performance targets.
• Ensure all communications are clear, professional, and timely, reflecting the company's standards and commitment to service.
• Use data entry skills to record and track all collection activities and customer interactions in the CLM and other internal systems.
• Contribute to a collaborative team environment by sharing information, supporting colleagues, and participating in ongoing training and development.
• Demonstrate curiosity, openness to feedback, and a positive attitude to continuously improve performance and support team success.

Essential Skills

• At least 12 months of office, administrative, customer service, billing, accounts payable, or related professional experience.
• Strong customer service and relationship-building skills, with the ability to interact professionally with business clients.
• Excellent verbal and written communication abilities, including clear and concise email communication.
• Comfort managing multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
• Basic proficiency with Microsoft Office, including Excel, for tracking accounts and generating reports.
• Strong attention to detail and organizational skills to handle a high volume of cases and maintain accurate records.
• Positive attitude with a willingness to learn and develop new skills through training and feedback.
• Self-motivated with a strong work ethic and commitment to achieving individual and team goals.
• Ability to perform data entry accurately and efficiently in internal systems and CLM tools.
• Bilingual communication capability, with the ability to work effectively in more than one language (Spanish preferred).

Additional Skills & Qualifications

• Experience in billing, accounts payable, accounts receivable, or collections, particularly in a B2B environment.
• Background working in financial services or professional services settings.
• Experience handling high-volume customer interactions and managing a substantial case load.
• Familiarity with insurance or third-party collections industries.
• Experi…