Accounts Receivable Representative

What You'll Do

• Prepare and distribute customer invoices accurately and in a timely manner.
• Receive, process, and reconcile customer payments, including ACH transactions and check deposits.
• Maintain organized records of all customer payments, deposits, and supporting documentation.
• Reconcile project expenses and close out completed jobs once final payments have been received.
• Monitor customer accounts and communicate with Sales Representatives regarding overdue balances.
• Answer billing questions and provide support to the Sales team throughout the project lifecycle.
• Contact insurance companies to verify claim status and follow up on outstanding insurance payments.
• Investigate and resolve billing discrepancies, payment issues, and customer concerns professionally and efficiently.
• Prepare and maintain accurate aging reports to monitor outstanding receivables.
• Collaborate with the Accounting department to ensure timely and accurate financial reporting.
• Assist with month-end closing activities related to accounts receivable.
• Deliver exceptional customer service while building positive relationships with homeowners, insurance carriers, and internal teams.
• Identify opportunities to improve accounts receivable processes and overall efficiency.
• Ensure compliance with company policies, accounting standards, and applicable legal requirements.
• Utilize accounting software and internal systems to accurately maintain customer account records.

Who You Are

• Organized, dependable, and enjoys working in a fast-paced environment where attention to detail matters.
• 1-2 years of experience in Accounts Receivable, Accounting, Bookkeeping, or a related financial role.
• 1-2 years of customer service experience with strong communication skills.
• Basic understanding of accounting principles and financial recordkeeping.
• Experience using accounting software and Microsoft Office, particularly Excel.
• Strong attention to detail with excellent accuracy in data entry and documentation.
• Excellent written and verbal communication skills.
• Strong organizational and time management skills with the ability to prioritize multiple tasks.
• Ability to work collaboratively across departments while maintaining professionalism.
• Strong problem-solving skills and the ability to resolve customer concerns effectively.
• Comfortable making outbound collection and follow-up calls while maintaining a positive customer experience.
• Experience working with insurance claims or within the construction or roofing industry is a plus, but not required.

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.
• Company vehicle outfitted with tools & supplies needed to fulfill the role.
• Competitive PTO Policy.
• Company-Paid Holidays.
• Highly encouraged work-life balance.
• Lecture Series - leadership development book clubs.
• 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!