Commercial Account Associate
2 weeks ago
The Commercial Account Associate provides support for related account establishment and project billing activities. Ensures accurate establishment of data and coordination with work orders and accounting databases (i.e. Lawsons). Develops and maintains relationships with developers, owners and contractors supporting the billing an project closeout process. Provides support in the recordation and collection of system availability fees.
Responsibilities:
- Establish account setup and billing record for new and existing commercial/development related customers.
- Create, track and process labor distribution and equipment charges for accounts related and for reimbursable deposits and amounts.
- Collaborate with departments to create and process monthly activity statements in CIS from various data resources.
- Prepare notifications for accounts not carrying sufficient funds to ensure prompt inspections.
- Initiate correspondence to customers and contractors specifically addressing items of concern and issues related to reimbursable credits and other industrial billing activities.
- Assist with recovery of revenue dollars associated with NSF check processing.
- Prepares invoices and process payments for rebate program.
Qualifications:
- Associates degree in accounting or a related field, plus 2= years of progressive customer service environment.
- Substantiative knowledge of analytical and evaluative methods and techniques.
- Understanding of databases and data entry.
- Proficient with Vertex 1, Excel and Microsoft Office.
- Working knowledge of SharePoint.
- Skilled at handling issues and problems associated with commercial accounts.
- Excellent oral and communication skills, interpersonal communication and conflict resolution skills.
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