Accounts Receivable Agent

1 month ago

Humble, United States Expeditors Full time
Job Description

The ideal candidate for this position must have strong MS Office skills including Excel. Also required are excellent oral and written communication skills and a proven history of providing exceptional customer service at all levels. Our work environment is team oriented and very fast paced, therefore a strong candidate must have excellent organizational skills, time management skills in addition to a professional attitude and attire that exemplifies the Expeditors culture.  

Major Duties and Responsibilities:

Accounts Receivable

  • Weekly Contact by email or phone with each client on every past due invoice
  • Proactively identify and resolve problem accounts
  • Update ARC with detailed collection notes listing actions on each invoice and timely follow-up
  • Build key relationships with clients to more effectively resolve issues and collect payments within terms on open invoices 
  • Weekly reporting to upper management on slow-paying clients and aged invoices
  • Email, snail mail, upload to payment centers or re-trigger EDI’s for missing invoices 
  • Assist management with weekly AR reporting
  • Work with payment centers to resolve issues; explaining cancel re-bills, missing billings docs, missing invoices and other issues. 
  • Work directly with internal operations to resolve any billing issues
  • Understand clients billing requirements
  • Follow up each week on all open credits and ensure refunds are submitted weekly 
  • Research and resolve all credits on accounts within two months of credit date, when applicable
  • Ensure clients are paying within terms
  • Learn how to navigate, provide needed docs and identify contacts for payment centers 
  • Use accounting reports to help identify issue accounts
  • Identify slow paying clients and work to keep their ADP in terms
  • Understand how to research backup documents and specific to products
  • Understand how to query data and create custom client reports using Excel 
  • Actively participate in monthly department meetings
  • Ability to work with multiple diverse team members and foster a collaborative environment 
  • Continuous process improvement and inefficiency’s
  • Identify accounts with duty outlays and work to get resolved
  • Provide custom reports to internal agents 
  • Understand basic concepts of all eight departments: CHB, EIO, AIP, OEX, TCS, OM and Dist. 
  • Follow up with clients on OCL as needed 
  • Build key relationships with sales team, acct. management and operations to effectively resolve all issues 
  • Understand AR reserve, AR Provisions, Bad Debt, BNP and their effect on AR and P&L
  • Help assist in resolving cash accounts
  • Assist operations in identifying and resolving issues within a timely manner
  • Use MS Excel to send client statements and create reports using macros, v-lookup, pivot tables and concatenate functions
  • Identify EDEs and advise to operations and re-trigger, when needed
  • Understand and assist when needed on all wire and check deposits 

Other Responsibilities

  • Proactively work on personal development by setting goals and regularly attending training classes. Maintain benchmark of 4.33 training hours per month.
  • Ensure compliance with all internal, SOP policies and procedures (Found on Internal Website)
  • Support accounting department with miscellaneous project and assignments 
  • Understanding of Expeditors systems to effectively and efficiently navigate, resolve issues and perform outlines responsibilities 
  • Display willingness, without request, to aid and assist team members

Qualifications

  • Office or Accounting Experience, two years or more preferred 
  • Must have solid intermediate level Excel skills
  • Ability to define, develop, and document business processes and procedures
  • Effective interpersonal skills; ability to relate to customers and internal employees at all levels
  • Ability to multi-task and effectively prioritize a demanding workload


Additional Information

  • Pay is commensurate with experience and the type of work issued
  • These positions establish the base for a variety of future career opportunities
  • Expeditors offers excellent benefits:
    • Paid Vacation, Holiday, Sick Time
    • Health Plan: Medical, Prescription Drug, Dental and Vision
    • Life and Long Term Disability Insurance
    • 401(k) Retirement Savings Plan
    • Employee Stock Purchase Plan
    • Training and Education Program

All your information will be kept confidential according to EEO guidelines.

Required location for this position is our Houston area office, located near George Bush Intercontinental Airport. 

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