Job Summary: Lockton Affinity, in Overland Park, KS is seeking an Accounts Receivable Specialist to join our accounting team. The Accounts Receivable Specialist supervises the overall collection of accounts receivable; to ensure timely payment of accounts receivable to prevent financial losses.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Collects past due accounts receivable by emailing, writing, and telephoning customers
- Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
- Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
- Follows up on problem accounts; obtains information from customers or associate assigned to account or other departments to resolve issues
- Operates alphanumeric keyboard to enter data into and retrieve data from system, and verifies by sight that keyed data is accurate, complete and conforms to established standards.
- May draft finance agreements and coordinate delivery of document to finance company.
- Handles requests for intent to cancel insurance, reinstatement, and cancellation of insurance for non-payment in compliance with cancellation guidelines.
- Reports and discusses potential trouble accounts to Premium Transaction Supervisor, offers solutions for collection and provides recommendations for handling.
- Oversees follow-through efforts on collections resulting from audits.
- Analyzes receivables reports.
- Makes recommendations to Premium Transaction Supervisor regarding account write-offs.
- May process payments using payment software available.
- Prepare all client refunds.
- Protects the confidentiality of all information learned by performing the duties of the position.
- Could be responsible for month-end closing of assigned agencies.
Requirements: - Associate of Arts degree in Accounting or Business-related area, or equivalent education and/or experience.
- Six month's experience in accounting support or academic accounting coursework.
- Ability to understand and carry out verbal and written instructions; ability to meet deadlines and be able to handle a heavy workload.
- Strong working knowledge of Microsoft Products, i.e. Outlook, Word and Excel.
- Ability to learn other software systems used throughout our company.
- Attention to detail and ability to multi-task is a must.
- Demonstrated ability to instill confidence and comfort with customers to facilitate account collection using high degree of tact and diplomacy.
OTHER SKILLS AND REQUIREMENTS:
- Ability to learn other software systems used throughout our company.
- Attention to detail and ability to multi-task is a must.
- Demonstrated ability to instill confidence and comfort with customers to facilitate account collection using high degree of tact and diplomacy.
The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of Associates assigned to this job.