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Client Services Representative I

3 months ago

Jacksonville, United States Watsco Full time
About Us

Baker Distributing Company is one of the largest distributors of HVAC, refrigeration and food service equipment in the U.S. We have been in business for nearly 75 years; we are visionaries We are innovating the distribution industry every single day as we transform our company into a world-class supply chain. Our 1,400 employees and 200+ locations serve 50,000 active customers. Our corporate headquarters is in Jacksonville, Fl. and we are a subsidiary of Watsco (NYSE: WSO).

At Baker, we are utilizing emerging technologies and innovations to diversify our portfolio and our service offerings to deliver a best-in-class customer experience.

People are the core of our businessthose who work for us (our employees), those who work with us (our suppliers and vendors) and those we work for (our customers). While some of our employees are the most experienced in the industry, we are always seeking new talent with fresh ideas. If you have a keen sense of respectfor yourself and others; an unfaltering devotion to integrity; the drive to provide consistency; the tenacity to strive for excellence; and embody the spirit of teamwork, we would love to talk with you.

Job Description

Job Summary

Under the direct supervision of the Client Services Manager, the Client Services Representative I is responsible for activities related to Accounts Receivable, under the guidance of the Corporate Credit Policy.

Essential Duties/Accountabilities

  • Contact customers as necessary to collect accounts receivable and to confirm payment status.
  • Provide invoice/statement copies upon request
  • Review accounts receivable status of all service centers in the assigned territory and maintain assigned metrics. Communicates with the Manager or Director as necessary to discuss the territory's overall collection status.
  • Follow proper procedures in the handling of past due customers.
  • Communicate with service center managers and sales representatives regarding their past due customers.
  • Set up and monitor payment schedules for delinquent customers as needed.
  • Appropriately identify and collect service charges.
  • Escalate issues to leadership as necessary.
  • Refer non-responsive parties for third party collections.
  • Work closely with the SALT team to identify and resolve sales tax issues, maintaining awareness of frequent changes in state regulations
  • Identify and resolve payment discrepancies, referring problems to the appropriate service center.
  • Work to resolve customer deductions, including but not limited to short payments, tax issues, warranty disputes, etc.
  • Review credits, unapplied cash, and/or duplicate payments with the customer to keep the account accurately reconciled.
  • Process NSF checks upon receipt, sending demand letters and following up with the check writer and bank as necessary. Notify the appropriate service center to facilitate collection.
  • Maintain customer files making changes to the appropriate records.
  • Monitor orders on credit hold to determine if they can be released.
  • Understanding job accounts, sending NTO, lien requests, etc. Monitor job payments.
  • Conduct him/herself in a professional and courteous manner in all aspects of interaction with customers and employees.
  • Perform other duties as assigned.
And here is what you will need to be successful:

Required Education and Experience
  • Ability to apply effective interpersonal, verbal, and written communication skills
  • Ability to thrive in a fast-paced, constantly changing environment
  • Strong ability to multi-task and deliver on deadline
  • Able to maintain up-to-date knowledge in area of practice
  • Strong organization skills and ability to prioritize and manage multiple tasks
  • Ability to work with diverse population base
  • Ability to analyze and solve problems
  • Ability to work autonomously with initiative.
  • Proficient in Microsoft Office products.
  • Previous experience in Credit/Collections preferred.
  • Strong negotiation skills.
Physical Demands and Work Environment
  • The employee is regularly required to work in an office environment
  • Moderate noise (i.e., business office with computers, phone, and printers, light traffic)
  • The employee will be expected to sit for prolonged periods of time in front of a computer in an office environment.
  • Ability to utilize a computer keyboard, computer monitor, and telephone for prolonged periods of time.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.