Installment agent vs credit and collections analyst

Differences between installment agent and credit and collections analyst duties and responsibilities

Installment agent example responsibilities.

• Answer eligibility and coverage questions from insurance agents pertaining to Medicare advantage plans and prescription drug plans.
• Book reservations verify availability and reconfirm accommodations.
• Upgrade, troubleshot, repair, and setup computers in store.
• Identify & troubleshot in-home network issues, virus/spyware removal, perform PC installations & repairs.
• Follow and maintain QA guidelines while documenting the customers questions with the appropriate escalations need.
• Handle supervisor escalations and agent QA monitoring.
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Credit and collections analyst example responsibilities.

• Represent and lead the collections' team during executive management weekly conference calls providing updates on the delinquent A/R reports.
• Identify and submit financial adjustments using SOX controls and GAAP accounting principles, increasing monthly AR collection.
• Develop and maintain detailed spreadsheets on all UCC activity for the branch for tracking purposes and follow-up.
• Establish the UCC filing template and liaise with agent bank to get UCC filing in due time.
• Oversee the DSO level and negotiate account settlements, payment plans, and attend small claims court for small businesses.
• Attend regular credit meetings with order management, sales, treasury, and revenue recognition groups to resolve business issues.
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