Customer Service Associate | Insurance Account

• Prepare written reviews on Customer Credit Files relative to financial strengths and weaknesses of customers with opinions as to credit • worthiness.

• Gather information for Customer Credit Files through inquiries and investigations with trade suppliers, financial institutions, professional firms • or individuals.

• Establish and maintain a computerized Customer Credit Files.

• Spreading financial statements through the use of computerized financial software program and analyze reports produced by the system for • preparation of written reviews and credit analysis.

• Analyze Customer Credits and highlight problems or questions.

• Assist the Collection Department in the collection of delinquent accounts.

• Follow the Corporate rules of Compliance as set forth by the Corporate Compliance Department.

• Contact customers to collect past due invoices.

• Research and resolve customer disputes in a timely manner.

• Review and approve orders on hold and escalate for approval as needed.

• Review and process customer deductions.

• Work with various internal departments to gather supporting documentation to determine validity of deducted amounts.

• Submit request for credit memos as needed.

• Reconcile A/P statements to A/R aging to ensure all invoices are set up for timely payment.

• Prepare and send monthly A/R account statements to customers.

• Perform write off procedures for uncollectable balances and escalate for approval as needed.

• Perform net down procedures for related credits & debits and escalate for approval as needed.

• Recommend changes to customer credit limits as needed.

• Provide documentation for audits as needed.

• Maintain well documented customer files.

• Develop a comprehensive knowledge of products, systems, and policies.

• All other duties as assigned by Management.

• Process cash applications for receipts received from payment on invoices & cash in advance for assigned markets. Have conference calls/ meetings with assigned markets to discuss unapplied cash & prepayments so that items can be applied timely and accurately.

• Answer questions and address issues brought up by various departments: including Sales, Finance, and Collections. Assist with audit requests and special requests as needed Credit card payment processing Process credit applications Provide credit references on request Set up meetings with finance leads once a week.

• Provides administrative support in the collections process.

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