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Customer Account Specialist

2 months ago

Jacksonville, Florida, United States Watsco Full time
About Us

Baker Distributing Company stands as a prominent distributor of HVAC, refrigeration, and food service equipment across the United States. With a legacy spanning nearly 75 years, we are at the forefront of innovation in the distribution sector, continuously evolving our operations to establish a world-class supply chain. Our dedicated workforce of 1,400 professionals and over 200 locations cater to 50,000 active clients.

At Baker, we leverage cutting-edge technologies and innovative strategies to enhance our service offerings, ensuring a superior customer experience.

Our workforce is the backbone of our organization, comprising our employees, suppliers, and valued customers. While many of our team members possess extensive industry experience, we are always on the lookout for fresh talent with innovative ideas. If you are committed to respect, integrity, consistency, excellence, and teamwork, we would be eager to engage with you.

Position Overview

Role Summary

Reporting directly to the Client Services Manager, the Client Services Representative I is tasked with managing Accounts Receivable activities in alignment with the Corporate Credit Policy.

Key Responsibilities
  • Engage with customers to collect accounts receivable and verify payment statuses as required.
  • Provide copies of invoices and statements upon request.
  • Assess the accounts receivable status across all service centers within the designated territory and maintain performance metrics, communicating with management as needed.
  • Adhere to established procedures for managing overdue accounts.
  • Collaborate with service center managers and sales representatives regarding overdue accounts.
  • Establish and oversee payment plans for delinquent accounts as necessary.
  • Identify and collect applicable service charges appropriately.
  • Escalate issues to leadership when necessary.
  • Refer unresponsive accounts for third-party collections.
  • Work closely with the SALT team to address sales tax concerns, staying informed on regulatory changes.
  • Resolve payment discrepancies, directing issues to the appropriate service center.
  • Address customer deductions, including short payments, tax issues, and warranty disputes.
  • Review credits, unapplied cash, and duplicate payments with customers to ensure accurate account reconciliation.
  • Process NSF checks upon receipt, issuing demand letters and following up with the check writer and bank as needed.
  • Maintain customer records, ensuring updates are made as necessary.
  • Monitor orders on credit hold to determine eligibility for release.
  • Understand job accounts, managing NTO, lien requests, and monitoring job payments.
  • Exhibit professionalism and courtesy in all interactions with customers and colleagues.
  • Perform additional duties as assigned.
Qualifications for Success

Required Skills and Experience
  • Effective interpersonal, verbal, and written communication skills.
  • Able to thrive in a dynamic, fast-paced environment.
  • Strong multitasking abilities and adherence to deadlines.
  • Up-to-date knowledge in relevant areas of practice.
  • Excellent organizational skills with the ability to prioritize tasks effectively.
  • Experience working with diverse populations.
  • Strong analytical and problem-solving capabilities.
  • Ability to work independently with initiative.
  • Proficiency in Microsoft Office applications.
  • Previous experience in credit and collections is preferred.
  • Strong negotiation skills.
Work Environment and Physical Demands
  • Regularly required to work in an office setting.
  • Moderate noise levels typical of a business office with computers and phones.
  • Expected to sit for extended periods in front of a computer.
  • Ability to use a computer keyboard, monitor, and telephone for prolonged durations.
  • Specific vision requirements include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.