Job Description: The Customer Account Representative is responsible for coordinating a district’s daily office functions, which includes maintaining detailed customer account records and district billing functions.
Knowledge and Physical Requirements High school diploma or equivalent.
Basic computer skills, including Microsoft Office programs (Word, Excel, PowerPoint).
Understanding of debits and credits bookkeeping.
Willing to work flexible hours, including evenings, weekends and holidays, as well as emergency off-hours as required.
Valid driver’s license.
Able to lift and/or push 75 pounds.
Behavioral Skills (How the jobholders must conduct themselves with other people.) Possesses quality orientation with a “get it right the first time” attitude.
Complies with patient privacy laws in all matters.
Maintains and projects confidence, enthusiasm and a professional image.
Flexible, teachable.
Demonstrates strong communication skills (listening, writing and speaking).
Demonstrates team orientation and shows respect for others.
Proactive and self motivated.
Organized; prioritizes to meet deadlines.
Ability to work with very little supervision.
Operates with a proactive approach towards safety, health and quality in compliance with all company, governmental and customer policies and regulations.
Customer-focused; willing to go above and beyond.
Practical Skills (Tasks that the job holder must be able to do and demonstrate.) Understands and uses effective conflict resolution skills in addressing accounts receivable or service concerns, e.g., identifies and resolves discrepancies and disagreements.
Receives and handles incoming district calls.
Maintains customer files based on Front Office Work Flow.
Leads accounts receivable collections, calls and meetings.
Organizes and tailors district office tasks, such as making vendor payments, organizing meetings, making travel arrangements, coordinating business meals and ordering office supplies as needed.
Maintains daily email communication with team members regarding consistent customer focused transactions.
Creates and maintains updated customer profile preferences to be used by all district personnel.
Provides accurate billing and credits for rental, sales and service.
Creates and maintains district vendor reference book, account files and Material Safety Data Sheet documents.
Provides support for shipping and receiving activities.
Performs other assigned duties.
Development Level II Proficient in systems and Microsoft Office programs.
Serves as part of training team for other members in Division/Region.
Works with multiple offices.
Demonstrates sound and timely decision-making skills in front of customers.
Exhibits expertise in providing customer service.
It is the policy of Agiliti to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender identity, sex, sexual orientation, national origin, age, physical or mental disability, genetic information, marital status, status as a veteran, military service, or any other characteristic protected by applicable federal, state, or local civil rights laws.
In addition, Agiliti will provide reasonable accommodations for qualified individuals with disabilities.
Agiliti strictly prohibits any form of retaliation against individuals who make good faith reports of alleged violations of this policy or who cooperate in Agiliti’s investigation of such reports.
You may be required to obtain certain vaccinations, or provide proof of current vaccination status, based on customer and/or company requirements.
If vaccination is required, Agiliti will provide specific directions and cover the expense at a participating clinic.
Please note, this includes the COVID-19 vaccination.
Agiliti is an equal opportunity employer and provides reasonable accommodations to employees and applicants consistent with state and federal law.
If you require assistance with your application, please contact recruitingagilitihealth.com.
Primary Job Location: Sacramento District Additional Locations (if applicable): Job Title: Customer Account Representative II Company: Agiliti Location City: West Sacramento Location State: California v2 06022021