Jason Parkin Email & Phone Number

Draper, Utah

Facilitate the collection of return premiums and other balances due from insurance companies, general agencies, agent/brokers, insureds, and other parties.ESSENTIAL DUTIES / RESPONSIBLITIES:* Document cancelled accounts with information regarding return premiums and other balances due with information received from insurance companies, general agencies, agent/brokers, insureds, and other parties.* Manage an assigned portfolio of cancelled accounts according to policies and procedures.*Communicate with general agents, insurance carriers and insurance agents to verify vital information regarding cancelled accounts and document files accordingly with information collected.* Invoice agents and/or insureds according to the cancellation information received from the markets.* Review payments received and posted on cancelled policies daily.

Greater Salt Lake City Area

Led AR/credit side of project for payment system that allows customers to pay online.Led the AR/credit side of project to move business into Canada. Worked with IT to use Canadian dollars. Big box and small store fronts, 99.5% of accounts current. DSO under 45. Business to business collections. Referred accounts to third party collection agency if we were unable to collect. I referred less than $10k on 3 accounts over the last 3 years.Negotiate payment arrangements with customers that were unable to fulfill original terms. Great customer service with being empathetic to unforeseen financial circumstances. Also being aware and having good judgement to catch fraud cases.Analyze aging report after converting from SAP to Excel format.Research discrepancies from short payments/over payments.Collect on full open invoices. First soft contact made at 3 to 5 days past due, second contact made by day 10.Contact new customers to welcome them and explain their terms prior to first order. I would also get payment information and sales tax documents.Keep sales tax documentation current by state. Credit sales tax in accordance to policy.Submit documentation and process refund requests by check or credit card in accordance to policy.Setup manual payment schedule for Canada accounts, they didn't have the ability to pay via our online system.Reviewed credit hold list to determine if orders could be released. Collect credit reports, credit references, balance sheets and profit/loss statements. Review with credit supervisor/manager to increase credit limits or approve for terms.Cash posting backup. Credit card, EFT and lockbox.Basic understanding of general ledger.Prepare write offs for unclaimed property.Process payments by credit card and EFT.Manage prepay, term and auto a/r accountsReconcile accounts for customers in Excel format to show payment history.Setup accounts to receive statements and invoices electronically.Submit coupon documentation for credit.

Greater Salt Lake City Area

Research discrepancies. Collect on past due accounts.Collected sales tax documentation for sales tax exempt accounts.Reviewed credit hold lists to see if orders could be released on terms or if orders needed t go out COD. Submitted documentation for refund checks. Submitted accounts for third party collections.

Greater Salt Lake City Area