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Lockton · 1 day ago

Accounts Receivable Specialist

Overland Park, KS

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Lockton Affinity is seeking an Accounts Receivable Specialist to join their Accounting team. The role involves supervising the collection of accounts receivable to ensure timely payments and prevent financial losses, while also contributing to customer satisfaction and maintaining a positive work environment.

Auto InsuranceInsuranceRisk Management

Hiring Manager

Grace Moore

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