Customer Care Advocate I

Position Summary: Perform complex transactions regarding claims and returns requests and process corresponding credits and/or denials. Work closely with other departments to resolve disputed claims or debits. Monitor system for outstanding deductions and process resolution Required Education / Experience / Skills:

• 4 Year College Degree
• Business degree / background, optional
• Customer Service Experience (optional)
• PC skills: PowerPoint, Word, Excel, Access, E-mail/Outlook, Internet/Intranet for business functions
• Above average spoken and written communication skills
• Ability to handle varying workloads

Major Responsibilities

• Perform more complex research of debits for customer claims and returns and process the corresponding credits and/or denials
• Approve/deny all returns based on policy, appeal denied return items, assist with dispute resolution
• Review debit information, make direct calls to customer to obtain missing information.
• Monitor outstanding deductions and reconcile balances.
• Notify distribution center of shipping discrepancies.
• May authorize credit up to appropriate credit value assigned. Credits of greater value must be approved by Supervisor or Manager of department, or appropriate director.
• Reviews accuracy of credit files and maintains appropriate credit files.
• Responsible for distributing credit copies and supporting documents.
• Write denial letters to customer for debits/claims that are denied.
• Provide excellent customer service to business unit POCs and other internal customers
• Prepare monthly metric reports, field credit reports etc.
• Work with sales force and collections to keep outstanding balances minimal.
• Process promotional event credits
• Escalate issues and concerns to management.
• Verify reviewable items with planners and counterparts
• Adhere to all Export, Import and Supply Chain Security Policy requirements relevant to the position
• Adhere to ISO Standards
• Job duties include but are not limited to the above

Training Activities:

• ERP Training (SAP/Oracle, Esker, any applicable Finance ERP)
• MS Office Applications (Excel, Word)
• Soft Skills Training (attitude, teamwork, customer service, interpersonal skills, time management, English communication including business writing)

Travel: None Language: English Shift: Night Shift About Regal Rexnord Regal Rexnord is a $6.5B publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company’s electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company’s automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools The Company’s end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com.