We are seeking a reliable and detail-oriented Customer Account Specialist to join our team. This position is responsible for managing customer accounts, monitoring account balances, communicating with customers regarding outstanding payments, processing credit applications and payment information, and helping ensure accurate account records.
Benefits:
Competitive compensation Performance-based incentive opportunities 401(k) retirement plan Paid time off Paid holidays Medical, dental, and vision insurance options Employer-sponsored insurance benefits Additional voluntary benefit options Flexible spending and/or reimbursement account options
Responsibilities:
Monitor customer accounts and identify outstanding or overdue balances Contact customers regarding outstanding balances and work to resolve unpaid accounts Establish payment arrangements when appropriate and follow up on installment payments Document customer communications, account activity, and payment arrangements accurately Maintain complete and up-to-date customer account records Assist with setting up new customer accounts and gathering required information Respond to customer questions and resolve billing and account-related issues in a professional and timely manner Respond to credit-related requests and obtain credit reports from applicable credit reporting providers Review customer credit information and make credit decisions within established guidelines and authorization limits Process and maintain credit applications Complete ACH authorization forms and other payment-related documentation as requested by customers Communicate with customers and internal departments regarding account balances, billing, payments, and credit information Perform other duties and responsibilities as assigned by management
Qualifications:
Associate degree or equivalent combination of education and relevant experience One to two years of experience in customer accounts, accounts receivable, collections, credit, billing, or a related field preferred Proficiency with Microsoft Office, including Word and Excel Experience with accounting or financial software preferred Strong attention to detail and ability to manage multiple priorities Dependable, reliable, and self-motivated Strong work ethic and professional demeanor Excellent written and verbal communication skills Strong organizational and problem-solving abilities Ability to communicate professionally with customers regarding account and payment matters