Accounts Receivable Associate

Credit And Collections Representative

This is an onsite position. Must be legally able to work in the US without needing sponsorship in the future. The position is within our Toxicology business unit, within our finance team, located in Kansas City and will be a part of our Workplace Services business, which is committed to developing and delivering innovative products and services. These products and services automate and streamline the employee screening process by combining cutting-edge technology with superior customer service. The Credit and Collections Representative identifies and collects past due receivables by contacting assigned customer account personnel. Investigates unpaid invoice(s), reconciles account balances, research documents and/or coordinates with appropriate Account Management personnel to provide customers with required information that result in payments being made. Follows established practices, determines the best course of action for limiting terms and collecting accounts. This job description will be reviewed periodically and is subject to change by management.

Responsibilities:

• Reviews, analyzes and identifies delinquent status of assigned account base to determine appropriate account assignments and collection efforts to obtain highest degree of success.
• Determines the seriousness, priority and amount of assigned delinquencies; investigates causes and identifies corrective actions needed to resolve them and prevent future reoccurrence. This includes determining when to contact account management representatives to apprise them about the status of negotiations, solicit their involvement, and advise them on solutions and potential consequences.
• Reviews statements, invoices and reports, and any other available account information to determine the financial stability, risk factors, and payment history of customers, and to establish and justify acceptable credit limits.
• Analyzes financial and credit information to determine if accounts are viable entities that can be sold on standard open terms, or if selling restrictions such as Cash in Advance are required before releasing product to the account(s).
• Contacts customers to negotiate payment plans; advises them regarding their obligations and available options to remedy their delinquent status. Negotiates payment plans, and notifies account management representatives, and desired level(s) of the Account Management team, regarding the status of negotiations and soliciting their involvement where needed.
• Establishes and recommends a financial direction, creates a strategy, and guides customers through whichever negotiated payment process is agreed upon. Advises on ways to meet their obligations, associated consequences, and how best to meet Company payment demands.
• Manage and respond to customer requests for copies of invoices, proof of deliveries and or statements
• Resolution of customer disputes through collaboration with Accounts Receivable billing team, Billing Dispute Analyst and internal account management teams.
• Prepare communication to customers related to refunds, e-statements, account reconciliations, etc.
• Support all Company initiatives as identified by management and in support of Quality Management Systems (QMS) and other regulatory requirements.
• Complies with regulatory requirements, company policies, operating procedures, processes, and task assignments. Maintains positive and cooperative communications and collaboration with all levels of employees, customers, contractors, and vendors.
• Responsible for making sure any customer account changes are communicated to the relevant owner.
• Monitoring the success of service provided and delivering an excellent customer experience.
• Perform other assigned tasks and duties necessary to support the Credit & Collections Team

Basic Qualifications | Education:

• HS Diploma Required or equivalent.
• Minimum of 3 years working experience in accounts receivable.
• Proficiency in MS Office Applications – Outlook, Excel, PowerPoint and Word.
• Previous experience in cash application, credit and collections, dispute management, billing, or customer service preferred.
• Ability to prioritize and manage multiple responsibilities.
• Experience handling tasks where attention to detail is critical to success
• Strong computer skills required
• Experience with Microsoft Navision a plus, but not required.

Competencies:

• Strong focus in accuracy, analytical skills, and attention to detail
• Effective communicator, both articulate & verbally presentable.
• Ability to understand and summarize data into high quality, accurate and usable summaries.
• Self-starter, possesses flexibility and ability to work under pressure in a fast-changing environment and ambiguous situations.
• Ability to work with cross functional teams is essential.
• Enthusiasm and commitment to delivering quality results and perform multiple tasks with strict deadlines
• Organize work effectively, reprioritize as new demands arise, and maintain strict confidentiality.
• Ability to work with the commercial business units in different time zones.
• Positive attitude, team player with a high level of initiative, energy and enthusiasm, and must have a can-do mindset.
• Above average MS Excel skills

Top skills:

• Excel experience (especially pivots and v-lookups) and data analytics.
• Flexible mindset and quality mindset because their new system is able to do a lot of the technical tasks.
• Must understand data and be creative.