CHAZ COX
Wausau
Summary
Results-driven Accounts Receivable Specialist with experience managing customer payments, generating invoices, and analyzing payment trends. Skilled in critical thinking, time management, and project planning. Successfully led a team to ensure smooth client account management. Strong communication skills and experience in email marketing, document review, and strategy development.
Overview
10
10
years of professional experience
Work History
Accounts Receivable Specialist
Aqua Finance
Wausau, WI
06.2024 - Current
- Managing customer payments, generating invoices, and analyzing payment trends
- Performing account reconciliations
- Perform daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipt logs, and posting of cash to the accounts receivable sub-ledger
- Directly support other accounting and finance team members
- Responding to customer emails
Senior Sales Associate
American Express
US
09.2018 - 04.2024
- Helping small business owners activate their business accounts and get a better understanding of how they can maximize the benefits of the card to fit their business needs
- Provide responses to regulatory agencies regarding product information or issues
- Mentored junior sales associates, fostering skill development and team performance.
- Met or exceeded sales objectives on consistent basis to drive company growth.
- Trained, coached, and mentored new sales associates for maximum performance.
- Developed a deep understanding of the company''s products and services to effectively communicate their benefits to potential customers.
Account Manager
State farm
US
06.2016 - 09.2018
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Quickly answering calls and replying to inquiries
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Streamlined internal processes for better efficiency in account management tasks.
- Improved overall team productivity by implementing best practices in organization and time management.
Education
Associate of Science -
Fox Valley Technical College
Appleton, WIHigh School diploma - undefined
Wittenberg High school
Skills
- Critical Thinking
- Time Management
- Project Planning
- Communication
- Email Marketing
- Document Review
- Strategy Development
- Accounts receivable
- Aging reports analysis
- Accurate payment posting
- Microsoft Excel
Timeline
Accounts Receivable Specialist
Aqua Finance
06.2024 - Current
Senior Sales Associate
American Express
09.2018 - 04.2024
Account Manager
State farm
06.2016 - 09.2018
High School diploma - undefined
Wittenberg High school
Associate of Science -
Fox Valley Technical College