Accounts Receivable Agent

---

Job description

Job Description

The ideal candidate for this position must have strong MS Office skills including Excel. Also required are excellent oral and written communication skills and a proven history of providing exceptional customer service at all levels. Our work environment is team oriented and very fast paced, therefore a strong candidate must have excellent organizational skills, time management skills in addition to a professional attitude and attire that exemplifies the Expeditors culture.

Major Duties and Responsibilities:

Accounts Receivable

Weekly Contact by email or phone with each client on every past due invoice

Proactively identify and resolve problem accounts

Update ARC with detailed collection notes listing actions on each invoice and timely follow-up

Build key relationships with clients to more effectively resolve issues and collect payments within terms on open invoices

Weekly reporting to upper management on slow-paying clients and aged invoices

Email, snail mail, upload to payment centers or re-trigger EDI's for missing invoices

Assist management with weekly AR reporting

Work with payment centers to resolve issues; explaining cancel re-bills, missing billings docs, missing invoices and other issues.

Work directly with internal operations to resolve any billing issues

Understand clients billing requirements

Follow up each week on all open credits and ensure refunds are submitted weekly

Research and resolve all credits on accounts within two months of credit date, when applicable

Ensure clients are paying within terms

Learn how to navigate, provide needed docs and identify contacts for payment centers

Use accounting reports to help identify issue accounts

Identify slow paying clients and work to keep their ADP in terms

Understand how to research backup documents and specific to products

Understand how to query data and create custom client reports using Excel

Actively participate in monthly department meetings

Ability to work with multiple diverse team members and foster a collaborative environment

Continuous process improvement and inefficiency's

Identify accounts with duty outlays and work to get resolved

Provide custom reports to internal agents

Understand basic concepts of all eight departments: CHB, EIO, AIP, OEX, TCS, OM and Dist.

Follow up with clients on OCL as needed

Build key relationships with sales team, acct. management and operations to effectively resolve all issues

Understand AR reserve, AR Provisions, Bad Debt, BNP and their effect on AR and P&L

Help assist in resolving cash accounts

Assist operations in identifying and resolving issues within a timely manner

Use MS Excel to send client statements and create reports using macros, v-lookup, pivot tables and concatenate functions

Identify EDEs and advise to operations and re-trigger, when needed

Understand and assist when needed on all wire and check deposits

Other Responsibilities

Proactively work on personal development by setting goals and regularly attending training classes. Maintain benchmark of 4.33 training hours per month.

Ensure compliance with all internal, SOP policies and procedures (Found on Internal Website)

Support accounting department with miscellaneous project and assignments

Understanding of Expeditors systems to effectively and efficiently navigate, resolve issues and perform outlines responsibilities

Display willingness, without request, to aid and assist team members

<!– job description page –>