Accounts Receivable Agent

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.

excellent organizational skills, time management skills in addition to a professional attitude and attire that exemplifies the Expeditors culture.

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

Qualifications

• Office or Accounting Experience, two years or more preferred
• Must have solid intermediate level Excel skills
• Ability to define, develop, and document business processes and procedures
• Effective interpersonal skills; ability to relate to customers and internal employees at all levels
• Ability to multi-task and effectively prioritize a demanding workload

Additional Information

Expeditors offers excellent benefits

• Paid Vacation, Holiday, Sick Time
• Health Plan: Medical, Prescription Drug, Dental and Vision
• Life and Long Term Disability Insurance
• 401(k) Retirement Savings Plan (US only)
• Employee Stock Purchase Plan
• Training and Personnel Development Program

All your information will be kept confidential according to EEO guidelines.