Claims Coordinator

4 weeks ago

Lenexa, Kansas, United States Westlake Hardware Full time
Job Summary

The Claims Coordinator is a key member of the Accounting team, responsible for processing defective goods in JDA, submitting necessary paperwork to vendors, and ensuring timely credit is received and processed in Accounting.

Key Responsibilities
  • Provide support to stores in processing defective goods and warehouse claims, including answering questions and obtaining necessary information to submit claims to vendors.
  • Maintain the defective PO process in JDA for all Ace Policy A items, verifying that defective records generate properly.
  • Check daily reporting to determine all Ace Policy B and C items that have been returned defective, and submit all necessary claims paperwork to vendors for eligible items.
  • Aid Merchandising with vendor recalls and buybacks, including building instructions for stores, adjusting inventory, and monitoring inbound credits.
  • Work with Accounting team to properly allocate incoming credits to the correct GL account.
  • Contact direct-pay vendors to obtain credits for shortages and damaged items.
  • Maintain accurate record-keeping of all claims submitted to verify that all expected credits are received.
  • Monitor total dollars of claims and on-hand adjustments to look for stores that may fall significantly above or below the chain average.
  • Determine root cause and work with store team, Loss Prevention, and Operations to correct any procedural issues.
  • Review system reports and verify all items that are adjusted are under the correct reason code and that a matching warehouse claim has been filed if applicable.
  • Provide monthly presentation to stakeholders regarding contract fulfillment status and collections.
Requirements
  • Associates Degree in Accounting or 2+ years' experience in Accounting or related field.
  • Proficiency in MS Excel, including the ability to collect and organize large amounts of data using pivot tables, vlookups, and other Excel tools.
  • Strong critical thinking and problem-solving skills, with excellent organizational, written, and verbal communication skills.
  • Ability to work both independently and on a team to complete multiple assignments in a fast-paced environment.
  • Ability to effectively present information and respond to questions from groups of managers, customers, and the general public.

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