Responsibilities:
- Responsible for the completion of a New Account Data form for every new group and provides the program profile to Worldfiles after approval.
- Ensures activation of appropriate client services for newly onboarded programs.
- Creates GTP registration links for new client programs.
- Reviews declining balance programs’ accounts receivable balances and works with the client to ensure the proper required balances are maintained. Engages with Accounting for required invoicing as applicable.
- Closes out completed groups including reconciling accounts receivable balances and collecting outstanding amounts or resolving any credit balances (transfers into holding account or processes refunds). Processes any refund check requests as needed.
- Responsible for generating, exporting and reviewing Evolution reports for accuracy and providing to clients as required.
- Assists Accounting with GTP Truist Visa discrepancies including investigation, resolution and interfacing of corrections as needed.
- Responses timely to all inquiries.
- Communicates professionally and promptly at all times with clients, co-workers and leadership. Responsible for email and phone inquiries; escalates as needed for effective and prompt handling.
- Proactively seeks opportunities for process and task improvements communicating potential solutions to department leadership.
- Complies with all Company processes and procedures and adheres to security protocols and policies while performing tasks.
- Performs other responsibilities as assigned.
Qualifications/Skills:
- EDUCATION: HS or equivalent combination of education and experience.
- EXPERIENCE: 1 - 3 years prior administrative experience required with exposure to accounting and/or financial tasks preferred.
- TECHNICAL/COMPUTER: Solid digital literacy with common business tools including internet, chat and email.
- COMMUNICATION: Effectively discusses and explores complex topics in a way that team members and clients understand. Exhibits excellent communication skills including the ability to share complex information in a clear, concise and tactful manner both verbally and in writing.
- EMOTIONAL REGULATION: High emotional intelligence; displays empathy and care appropriately, while effectively managing own emotions; is able to respond calmly and de-escalate situations as needed.
- PROBLEM SOLVING: Effectively solves problems and offers appropriate solutions; navigates internal processes effectively to resolve issues.
- RELATIONSHIP BUILDING: Strong ability to build relationships with others on immediate team as well as with associates and leadership in other departments.
- ACCOUNTABILITY: Receptive to feedback; coachable; has a personal drive to improve performance. Ability to build a personal plan to accomplish work and achieve goals/objectives.
- DETAIL AND PROCESS ORIENTATION: Strong process orientation; works consistently; thrives in a structured environment; detail oriented.
- CLIENT SERVICE FOCUS: Passionate about client service; genuinely motivated to make a positive impact for others.
Travel Incorporated is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation gender identity, national origin, disability or veteran status. Individuals with disabilities who require accommodation or assistance to complete any portion of the inquiry, application or selection process may contact Human Resources at hr@travelinc.com.
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