Accounts Receivable Specialist

SUMMARY

Provides customer service by ensuring that the proper credit procedures are followed according to our policies and procedures. 

WORK HOURS

Normal work schedule is 8:00 am to 5:00 pm with 1 hour lunch break. Occasionally, during our busy season, additional hours may be required to meet our business needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Responsible for efficient communication, harmonious interaction, and support of co-workers and management team members.

Reconciles QualPay payments and posts website payments daily in Ignite.

Posts payment from daily payment schedule.

Posts daily lockbox file.

Acts as administrator for all Fuel Assistance programs (set up, state billing and back up to payment posting).

Scan checks that come in the mail or dropped off by customers to Pentucket bank. 

Answers accounts receivable phone inquiries and follows up. Also, research and processes customer claims of invoice payment.

Reviews contents of package received from Lighthouse each week. Processes payments and add notes to accounts as appropriate.

Runs weekly report of customers on auto charge per collection code for balance on customer’s account and follow up as needed.

Runs daily small balance report (2.00 – 25.00) and adjusts as appropriate.

Runs daily payment report of terminated and potential customers to review for mis-applied payments and adjusts as appropriate.

Runs weekly scheduled payment report to ensure there are no delays due to declined payments and/or other issues.

Updates customer notes on payment promises & discussions with customers. Follows up to make sure promises are met.

Receives incoming calls from Credit Loop, including our CSR’s, sales, and service teams regarding customer inquiries.

Reviews credit reports for new customers, as needed.  

Records & reviews follow-up notes in a timely manner.

Recommends accounts to be placed for collection.  

Reviews and responds to emails in Credit inbox as assigned.

Makes payment arrangements for existing or new accounts for merchandise purchased or service work, as needed.

Assists in performing tasks of other personnel within the department as needed.

Ability to learn and cover for the customer service department in the event of an emergency.

Works on special projects and miscellaneous duties assigned by the manager.

Always maintains and promotes company brand guidelines and core values.

SUPERVISORY RESPONSIBILITIES

There are no supervisory responsibilities for this job.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Strong organizational skills
• Exceptional interpersonal and social skills to build a good rapport.
• Great team player
• Customer service
• Detail-oriented with the ability to manage projects from inception through execution.
• Follow up in a timely manner with customers, and other employees.
• Dependable

SAFETY

Working safely is a condition of employment.  Employees shall verbally report and photograph all crashes / injuries to their Manager immediately.  If your manager is not available, report the crash / injury to the Safety Manager, another Manager, or Human Resource Manager.

EDUCATION and/or EXPERIENCE

Associate degree (A. A.) or equivalent from a two-year college or technical school and two to three years of collection experience. Must be able to pass CETP 1.0 which is the Basic Principles of Propane

LANGUAGE SKILLS

Must speak fluent English. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of the organization.

COMPUTER SKILLS

Microsoft Office suite: Word, Outlook, Excel is a plus.  Ability to quickly learn our computer software.  Use Google Drive and search the employee intranet.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, percentages, area, circumference, and volume.  Ability to apply concepts of basic algebra and general accounting skills.

REASONING ABILITY

Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  While performing the duties of this job, the employee is regularly required to talk or hear.  The employee frequently is required to stand, walk, and sit.  The employee is occasionally required to reach with hands and arms.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is moderate.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Palmer Gas & Oil is a Drug Free Workplace. Must be able to pass a pre-employment drug screen and a criminal background check.  Palmer Gas is an Equal Opportunity Employer.