Customer Account Representative

Position: Customer Account Representative 1
Job Summary: The Customer Account Representative 1 handles collections of company customer accounts in their assigned portfolio, account reconciliations, and provides external customers and internal business partners with any information needed to process payment for invoices in a customer service oriented manner.

This position works under general supervision and performs functions related to all areas of credit and collections, including, but not limited to, cash applications, reference checking, credit investigations, and collections.

The incumbent in this position is expected to model the following practices on a daily basis:
1) Demonstrate alignment with the company's mission and core business values;
2) Collaborate with key internal/external resources;
3) Participate in ongoing self-development.

What can HOLT Group offer you?

A competitive salary, commensurate with your experience and competencies.
A comprehensive and robust benefits program that includes complete health care, 401(k) matching & Profit-Sharing plan (ROTH and traditional), paid holidays, and a front-loaded PTO program.
A Tuition Reimbursement program to support the pursuit of accredited college courses.
An employee development program with professional development staff that allows you to grow your skills and build your competencies to prepare you for future opportunities at HOLT.

Essential Functions:

• Monitors assigned account portfolios, contacts customers for payment information on past due invoices, and documents all collection efforts
• Resolves billing and customer credit issues and investigates historical data
• Identifies high risk accounts and communicates information to management review and collaborates throughout collection process
• Consistently communicates customer service and collection issues to internal business partners in a timely manner
• Verifies customer account information is correct and updates as needed
• Processes credit card payments and requests refunds
• Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Requires regular and punctual employee attendance
• Performs other duties as assigned

Knowledge, Skills, and Abilities:

• Strong customer service skills
• Knowledge of accounting procedures, with understanding of invoices, statements of account receivables, payables, and various forms of payment remittances
• Must have strong analytical and organization skills
• Excellent communication skills, both written and verbal
• Good judgement and decision making skills
• Ability to listen and understand information and ideas presented, verbally and in writing, and to formulate the appropriate questions to ask
• Ability to work with individuals and groups
• Extensive knowledge of Fair Debt Collections Practices Act

Education and Experience:

• Minimum of one year experience in Consumer or Commercial collections required, three or more years' preferred
• High school diploma or equivalent required, Bachelors' Degree in related field preferred

Supervisory Responsibilities:

• None

Travel:

• Limited travel is to be expected

Physical Requirements:

• o perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities
• This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
• Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
• Occasionally moves materials or equipment weighing up to 25 lb
• This role frequently communicates with others, must be able to exchange accurate information in these situations
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines

Work Environment:

• This job is performed inside a professional office environment, in environmentally controlled conditions

Disclaimer: Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.