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43-3011.00 · Task explorer

Bill and Account Collectors: reported tasks and exploration worksheet

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.

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Read the task inventory

This source lists 15 tasks, including 13 marked Core and 2 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.

Task source dates: 08/2018.

15 tasks shown

Core · Task 2474 · 08/2018 · Incumbent

Record information about financial status of customers and status of collection efforts.

Core · Task 2475 · 08/2018 · Incumbent

Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.

Core · Task 2473 · 08/2018 · Incumbent

Locate and monitor overdue accounts, using computers and a variety of automated systems.

Core · Task 2481 · 08/2018 · Incumbent

Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.

Core · Task 2477 · 08/2018 · Incumbent

Advise customers of necessary actions and strategies for debt repayment.

Core · Task 18559 · 08/2018 · Incumbent

Answer customer questions regarding problems with their accounts.

Core · Task 2478 · 08/2018 · Incumbent

Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.

Core · Task 2476 · 08/2018 · Incumbent

Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.

Core · Task 2472 · 08/2018 · Incumbent

Receive payments and post amounts paid to customer accounts.

Core · Task 2483 · 08/2018 · Incumbent

Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.

Core · Task 2484 · 08/2018 · Incumbent

Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.

Core · Task 2479 · 08/2018 · Incumbent

Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.

Core · Task 2480 · 08/2018 · Incumbent

Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.

Supplemental · Task 18560 · 08/2018 · Incumbent

Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.

Supplemental · Task 2482 · 08/2018 · Incumbent

Negotiate credit extensions when necessary.

Make the shortlist useful

  1. Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
  2. For each, write an example you can discuss or a question that would change your understanding of the role.
  3. Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.

The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.

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Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.