Accounts Receivable Specialist
Overland Park, Kansas, United States of America
Finance and Accounting
2402BQ
Accounts Receivable Specialist
Overland Park, Kansas, United States of America
Finance and Accounting
2402BQ
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Lockton Affinity, LLC
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Lockton Affinity, in Overland Park, KS is seeking an Accounts Receivable Specialist to join our accounting team. The Accounts Receivable Specialist supervises the overall collection of accounts receivable; to ensure timely payment of accounts receivable to prevent financial losses.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Collects past due accounts receivable by emailing, writing, and telephoning customers
- Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer.
- Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
- Follows up on problem accounts; obtains information from customers or associate assigned to account or other departments to resolve issues
- Operates alphanumeric keyboard to enter data into and retrieve data from system, and verifies by sight that keyed data is accurate, complete and conforms to established standards.
- May draft finance agreements and coordinate delivery of document to finance company.
- Handles requests for intent to cancel insurance, reinstatement, and cancellation of insurance for non-payment in compliance with cancellation guidelines.
- Reports and discusses potential trouble accounts to Premium Transaction Supervisor, offers solutions for collection and provides recommendations for handling.
- Oversees follow-through efforts on collections resulting from audits.
- Analyzes receivables reports.
- Makes recommendations to Premium Transaction Supervisor regarding account write-offs.
- May process payments using payment software available.
- Prepare all client refunds.
- Protects the confidentiality of all information learned by performing the duties of the position.
- Could be responsible for month-end closing of assigned agencies.
Qualifications
- Associate of Arts degree in Accounting or Business-related area, or equivalent education and/or experience.
- Six month’s experience in accounting support or academic accounting coursework.
- Ability to understand and carry out verbal and written instructions; ability to meet deadlines and be able to handle a heavy workload.
- Strong working knowledge of Microsoft Products, i.e. Outlook, Word and Excel.
- Ability to learn other software systems used throughout our company.
- Attention to detail and ability to multi-task is a must.
- Demonstrated ability to instill confidence and comfort with customers to facilitate account collection using high degree of tact and diplomacy.
OTHER SKILLS AND REQUIREMENTS:
- Ability to learn other software systems used throughout our company.
- Attention to detail and ability to multi-task is a must.
- Demonstrated ability to instill confidence and comfort with customers to facilitate account collection using high degree of tact and diplomacy.
The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of Associates assigned to this job.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
Similar Vacancies
View allLife at Lockton
December 17, 2024
December 16, 2024
November 1, 2024
October 30, 2024