Client Services Coordinator

Description:

JOB SUMMARY

Under the direction of the Collections Team Lead, the Client Services Coordinator assists the client services team with a variety of tasks including but not limited to sending invoices, tracking money owed by customers, and updating records with new payment and customer information. This position works with all companies and branches.

HOURS

Monday-Friday 8:30am-3:30pm

PAY

$18-$20/hour depending on experience

JOB SPECIFIC FUNCTIONS

Coordinator Specific

• Performs billing assistance duties including but not limited to running invoices, updating addresses, opening and distributing mail, and greeting guests and assisting with deliveries at the corporate office.
• Runs reports and emails invoices in response to customer requests.
• Generates DM and CM adjustments, attaches to corresponding invoice, and sends back to branch or customer.
• Processes CDM corrections and verifies payroll adjustments.
• Tracks, requests, and submits purchase orders (POs) for specified vendors.
• Sends monthly inquiries to customers where there are missed payments from a purchase order.
• Requests reseller permits for non-taxable customers and updates JKM as appropriate.
• Processes 3rd party billing for all affiliates.
• Processes all requests for Insurance certificates to send to the Risk department.
• May assist collectors with payment reminders and following up with customers regarding balances; sending monthly statements, as directed by accounting.

General

• Assist with providing documentation for management, and other external parties.
• Develops job knowledge by participating in educational opportunities.
• Complies with policies, procedures, and regulations.
• Provides proposals for continual improvement of position.
• Offers support and guidance during audits.
• Performs other related duties, as assigned.

Requirements:

QUALIFICATIONS

Experience:

• Minimum of 2 years data entry (10-key).

Education:

• High school diploma or equivalent preferred.

Licensure/Certification: N/A

Skills / Abilities:

• Strong mathematical and problem-solving skills.
• Self-motivated and proactive with strong analytical aptitude.
• Excellent organization skills and attention to detail.
• High proficiency in Microsoft Excel, Word and Outlook.
• Maintains confidentiality and complies with privacy requirements.
• Highly ethical with the ability to work cooperatively with other departments without compromising internal controls.
• Demonstrate courteous behavior and respect to fellow employees, vendors, and clients.
• Accept supervision, constructive criticism, and work cooperatively with others.
• Proven ability to handle multiple projects simultaneously.
• Excellent verbal and written communication skills.
• Ability to read and analyze financial reports.

Benefits:

• 401(k)
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance