Accounts Receivable Representative
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What you'll do
- Prepare and send customer invoices.
- Process and deposit customer checks and reconcile customer payments.
- Maintain accurate ACH and check deposit records.
- Reconcile expenses and close out jobs once final payment has been received and applied.
- Monitor outstanding accounts and communicate with Sales personnel regarding overdue balances.
- Assist the Sales team with customer billing questions and account information.
- Make daily follow-up calls to customers regarding overdue payments.
- Contact insurance companies regarding outstanding claims and payment status.
- Assist in resolving billing discrepancies and payment disputes.
- Prepare and maintain accurate accounts receivable aging reports.
- Collaborate with the Accounting department to ensure accurate and timely financial reporting.
- Assist with month-end closing procedures related to accounts receivable.
What they're looking for
- 1-2 years of experience in accounting, accounts receivable, or a related field.
- 1-2 years of customer service experience.
- Basic understanding of accounting principles and practices.
- Comfortable working with accounting software and learning new systems.
- Strong attention to detail and accuracy in data entry and record keeping.
- Excellent written and verbal communication skills.
- Strong interpersonal skills and the ability to work effectively across departments.
- Confident communicating with customers, insurance carriers, and internal teams.
- Strong problem-solving skills and the ability to resolve billing and payment issues professionally.
- Organized, dependable, and able to manage multiple priorities and deadlines.
- Self-motivated and comfortable following up on outstanding items without constant direction.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
🌟 Urgent Job Opening: Join Our Dynamic Team! 🌟
At Bartlett Roofing, we know that a successful roofing project doesn't end when the roof is installed. Behind every completed project is a team of professionals making sure the financial side of the business stays organized, accurate, and moving forward.
We're looking for an Accounts Receivable Representative to help manage customer accounts, payments, outstanding balances, and insurance claims. If you're detail-oriented, comfortable having conversations about payments, and enjoy solving problems while working with multiple teams, we'd love to meet you.
Pay Range: $22-$26 hourly DOE
Job Type: Full-Time, this is not a remote position.
What You’ll Do
As an Accounts Receivable Representative, you'll play an important role in keeping Bartlett Roofing's financial operations running smoothly by managing customer payments, following up on outstanding balances, and supporting both our Accounting and Sales teams.
- Prepare and send customer invoices.
- Process and deposit customer checks and reconcile customer payments.
- Maintain accurate ACH and check deposit records.
- Reconcile expenses and close out jobs once final payment has been received and applied.
- Monitor outstanding accounts and communicate with Sales personnel regarding overdue balances.
- Assist the Sales team with customer billing questions and account information.
- Make daily follow-up calls to customers regarding overdue payments.
- Contact insurance companies regarding outstanding claims and payment status.
- Assist in resolving billing discrepancies and payment disputes.
- Prepare and maintain accurate accounts receivable aging reports.
- Collaborate with the Accounting department to ensure accurate and timely financial reporting.
- Assist with month-end closing procedures related to accounts receivable.
- Provide excellent customer service while maintaining positive relationships with customers and insurance carriers.
- Identify opportunities to improve processes and efficiency within the accounts receivable function.
- Ensure compliance with company policies, procedures, and applicable requirements related to accounts receivable.
- Utilize accounting software to accurately manage customer accounts and payment information.
- Assist with additional accounting and administrative duties as assigned.
Who You Are
- 1-2 years of experience in accounting, accounts receivable, or a related field.
- 1-2 years of customer service experience.
- Basic understanding of accounting principles and practices.
- Comfortable working with accounting software and learning new systems.
- Strong attention to detail and accuracy in data entry and record keeping.
- Excellent written and verbal communication skills.
- Strong interpersonal skills and the ability to work effectively across departments.
- Confident communicating with customers, insurance carriers, and internal teams.
- Strong problem-solving skills and the ability to resolve billing and payment issues professionally.
- Organized, dependable, and able to manage multiple priorities and deadlines.
- Self-motivated and comfortable following up on outstanding items without constant direction.
What’s in it For You
- Energetic, creative, and supportive work culture!
- Medical/HSA/Vision/Dental Benefits package with a generous employer contribution.
- 401k with up to 3% Company Matching.
- Payday is every Friday!
- Competitive PTO Policy.
- Company-Paid Holidays.
- A highly encouraged work-life balance. We don’t want you to miss your son’s baseball game, your daughter’s dance recital, or your annual hunting trip!
- Leadership Development Book Clubs - we are serious about wanting you to grow and we want to create an environment where you can meet with like-minded individuals to stimulate that!
- Outstanding Company Culture - office luncheons, team outings, company events, annual company celebrations, quarterly recognition parties, etc. We like to have FUN and celebrate our success!
- Unlimited career growth opportunity - we pride ourselves in only promoting from within!
Apply Today!
If you're someone who is organized, detail-oriented, and enjoys solving problems while working with people, we'd love to hear from you. Apply today and become an important part of the team that keeps Bartlett Roofing's financial operations moving forward.
Company
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