The accounts receivable agent's primary responsibility is the creation, submission and management of company invoicing to clients. In addition to client invoicing, the AR Agent will work to facilitate insurance payments to clients by accurate and detailed reporting. The accounts receivable agent will manage all receivables for the company and aid in providing adequate cashflow per credit terms extended to clients. The accounts receivable agent will utilize the company's CRM, and QuickBooks to complete their tasks. Strong computing skills, intermediate experience with QuickBooks and a positive attitude is required for this job. This candidate has preferably been involved in the construction field as an administrator for a subcontractor and has experience with standard invoicing as well as AIA Payment Application forms.
The candidate will work to achieve their respective objectives and will report directly to the Finance Manager.
Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.
Creates invoices according to company practices.
Submits invoices to customers via on-line portals.
Maintains and updates customer files, including name or address changes, mergers, or mailing attentions.
Collaborates with the Financial Manager to reconcile accounts receivable on a monthly basis.
Assists in generating monthly billing statements.
Assists Financial Manager in reconciling revenue accounts each month.
Copies, files, and retrieves materials for accounts receivable as needed.
Performs other related duties as assigned.
Excellent verbal and written communication skills.
Experience with AIA Payments
Savvy in Microsoft Office Suite or related software.
Easily adaptable to new software and technology
Proven ability to manage multiple projects/activities in a dynamic fast pace environment.
Ability to work independently and in a fast-paced environment.
Ability to anticipate work needs and interact professionally with customers.
Excellent organizational skills and attention to detail.
Bonus Consideration Requirements:
Sales & Customer Service Background
Marketing and Sales Material Organization and Preparation (No Design Experience)
Job Type: Full-time
Pay: $10.00 - $12.00 per hour