Accounts Receivable Specialist

The Accounts Receivable Specialist is responsible for directly supporting the insurance sales team. The role is critical to freeing up the sales rep’s time and helping to maximize revenue on projects. They communicate daily with customers, financial institutions, HOA’s and sales managers. Contract and financial document review is equally as important, so this role does require someone who is both outgoing and detail oriented.

KEY RESPONSIBILITIES:

• Communicating with restoration sales reps and other departments as needed regarding customer inquiries
• Uploading Documents invoices, notes, email correspondence etc. to all applicable systems daily
• Timely submission of daily reports to AR Manager
• Monitor delayed or missed payments by reviewing aging reports provided
• Consistently meets deadlines to include but not limited to weekly, monthly, quarterly, etc.
• Adaptability to changes to systems, process, or procedures as they arise
• Homeowner Communications, may include calls, emails & text messages
-Contract clarification and confirmation of receiving the contract
-Providing stellar customer service and asking for referrals, Google 5-star reviews
-Reviewing supplement and communication steps with customers
-Confirming insurance supplement approval is received
-Generate and send invoices to customer(s)
-Confirming final payment received by the homeowner and scheduling the sales rep to pick up
-Ability to manage payment transactions in secure manner
• Research and resolution of account discrepancies

COMPLIANCE WITH ALL INTERNAL SYSTEMS:

• MarketSharp, Leap and Zoom, etc.
-Marketsharp
-Daily updates of notes in all applicable tabs
-Creating appointments for payment retrieval
-Leap
-Create final customer invoices
-Credit memos
• Other duties as needed

REQUIRED EDUCATION AND EXPERIENCE:

• Associates/Bachelor’s Degree is a plus!
• One year of relevant accounts receivable/collections/customer service experience
• Proficient in Microsoft Office and G-Suite
• Excellent written and verbal communication skills with a high level of detail
• Ability to interact positively with internal and external customers
• Sound judgement and can maintain the highest levels of confidentiality and integrity
• Capacity to adapt to a fast-paced environment and be flexible in the face of changing priorities
• Successfully engage with customers, solve customer complaints and/or inquires
• Ability to work independently while prioritizing projects and collaborate with internal and external customers

ONLY CANDIDATES WHO APPLY THROUGH THE PROVIDED LINK WILL BE CONTACTED.
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