Accounts Receivable Specialist

Accounts Receivable Specialist at Lockton Affinity in Overland Park, KS. Join our Accounting team to supervise the overall collection of accounts receivable and ensure timely payment to prevent financial losses.

• Collect past due accounts receivable by email, written correspondence, and telephone.
• Contribute to customer satisfaction and consistently strive to improve service to customers.
• Communicate in a positive manner to maintain a cohesive, pleasant work environment.
• Follow up on problem accounts; obtain information from customers or other departments to resolve issues.
• Enter and verify data in the system; ensure accuracy, completeness, and conformance to established standards.
• Draft finance agreements and coordinate delivery of documents to the finance company.
• Handle requests for intent to cancel insurance, reinstatement, and cancellation of insurance for non-payment in accordance with cancellation guidelines.
• Report potential trouble accounts to the Premium Transaction Supervisor; offer solutions for collection and provide recommendations for handling.
• Oversee follow-through efforts on collections resulting from audits.
• Analyze receivables reports and make recommendations regarding account write-offs to the Premium Transaction Supervisor.
• Process payments using available payment software; prepare client refunds.
• Protect the confidentiality of all information learned in performing duties.
• May assist with month-end closing of assigned agencies.

• Associate of Arts degree in Accounting or related area, or equivalent education and/or experience.
• Six months of experience in accounting support or relevant coursework.
• Ability to understand and carry out verbal and written instructions; ability to meet deadlines and handle a heavy workload.
• Strong working knowledge of Microsoft Outlook, Word and Excel; ability to learn other software systems used in the company.
• Attention to detail and ability to multi-task.
• Demonstrated ability to instill confidence and comfort with customers to facilitate account collection with tact and diplomacy.

The preceding description is intended to indicate the general nature and level of work performed. It is not designed to be an exhaustive list of duties, responsibilities, or qualifications.