Job Description
- All paid Health, Dental, and Vision Insurance for employees and their dependents
- Life Insurance and 401k Plan with company match
- Process customer payments by recording cash, check, and credit card transactions
- Ensure proper documentation of payments with reports
- Work with the customers and sales teams to ensure collection of upcoming payments and resolve overdue payments
- Maintain proper filing and record keeping procedures
- Process refunds, and returned checks
- Create credit memos for overpayments and underpayments
- Work with customers to clear delinquent payments
- Generate emails and comply with customers' requests for receipts
- Process weekly statements and email statements to customers as requested
- Maintain data to ensure proper distribution of statements, including monitoring payments requested
- Produce bi-weekly statement report for review
- Open new customer files in accordance with company policies and procedures
- Other duties as required from manager
- Obligation to answer to all management as requested
- Ability to sit for extended periods of time
- Ability to type and use the computer for extended periods of time
- Ability to reach, bend, kneel, and lift up to 25 pounds
- Noise Level: Normal
- Indoors
- Business level English - read/write/speak/listen
- Maintain a positive attitude
- Ability to work independently and as a team
- Ability to adapt to frequent changes in assignments and workload
- Ability to work on a deadline and accomplish tasks error free
- Bachelor's Degree in Accounting or other relevant fields preferred
- 2+ years of experience preferred
- Basic mathematical knowledge - markups, discounts, currency, etc.
- 10-Key functioning at experienced level
- Problem-solving skills
- Advanced Microsoft Office proficiency
- Professional, courteous communication and interpersonal skills required
- Exceptional organization and time management skills
- Experience with bank reconciliation and tracking credit card transactions
- Knowledgeable protocols regarding confidential information