Assessment Template For Bill and Account Collectors

Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.
Bill and Account Collectors

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Popular Job Roles
Account RepresentativeAccounts Receivable Specialist (AR Specialist)Collection AgentCollection SpecialistCollectorCredit ClerkDebt CollectorPatient Access SpecialistPatient Account RepresentativeTelephone Collector

Occupation-Specific

Technology Skills
Customer relationship management CRM software
Questions25
Time Limit15 min

Tasks

  • Record information about financial status of customers and status of collection efforts.
  • Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
  • Locate and monitor overdue accounts, using computers and a variety of automated systems.
  • Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
  • Advise customers of necessary actions and strategies for debt repayment.

Technology Skills

Customer relationship management CRM software

ADS Advantage, Austin Logistics CallSelect, Microsoft Dynamics, Quantrax Intelec

Presentation software

Microsoft PowerPoint

Data base user interface and query software

Relational database software

Accounting software

ADP Drive DMS for Accounting, Intuit QuickBooks, Oracle JD Edwards EnterpriseOne, Sage 50 Accounting

Information retrieval or search software

LexisNexis, LexisNexis Banko, TCI XML Credit Interface, W3 Data BatchAppend411

Worker Requirements

Technology Skills
Customer relationship management CRM software
Questions25
Time Limit15 min
Skills
Active Listening
Questions20
Time Limit25 min
Knowledge
English Language
Questions20
Time Limit20 min

Skills

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking

Talking to others to convey information effectively.

Persuasion

Persuading others to change their minds or behavior.

Social Perceptiveness

Being aware of others' reactions and understanding why they react as they do.

Writing

Communicating effectively in writing as appropriate for the needs of the audience.

Knowledge

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Economics and Accounting

Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

Law and Government

Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

Worker Characteristics

Technology Skills
Customer relationship management CRM software
Questions25
Time Limit15 min
Skills
Active Listening
Questions20
Time Limit25 min
Knowledge
English Language
Questions20
Time Limit20 min
Abilities
Oral Comprehension
Questions25
Time Limit20 min
Interests
Conventional
Questions30
Time Limit25 min
Work Values
Relationships
Questions30
Time Limit20 min
Work Styles
Integrity
Questions30
Time Limit20 min

Abilities

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Speech Clarity

The ability to speak clearly so others can understand you.

Speech Recognition

The ability to identify and understand the speech of another person.

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Interests

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Work Values

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Work Styles

Integrity

Job requires being honest and ethical.

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Independence

Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

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