Job Summary:
The Accounts Receivable Clerk will assist in ensuring that the company receives payment for goods and services offered to clients. This position requires a high level of attention to detail, the ability to work closely with a small team, and the initiative to identify and correct billing errors before invoices are finalized. The ideal candidate will take pride in accurate work and strong collaboration.
Duties/Responsibilities:
- Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.
- Maintains and updates customer files, including name or address changes, mergers, or mailing attentions including having all Terms of Service on File with any or all Service Agreements for Customers.
- Drafts correspondence for standard past-due accounts and collections, identifies delinquent accounts by reviewing files, and contacts delinquent accountholders to request payment.
- Creates reports regarding the current status of customer accounts as requested.
- Research customer discrepancies and past-due amounts with the assistance of the Collections Manager and other staff.
- Collaborates with Office Manager in office to reconcile accounts receivable on a periodic (at least monthly) basis.
- Assists Office Staff in reconciling revenue accounts each month.
- Copies, files, and retrieves materials for accounts receivable as needed.
- Relays any Customer accounts that are late, put-on hold or need to have payment for any customers that are looking to re-order product by updating QuickBooks, dispatching software with the appropriate verbiage or on-hold status.
- Helps answer any incoming phone calls to the office when possible and direct all phone calls accordingly.
- Performs other related duties as assigned.
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Strong attention to detail and ability to spot inconsistencies or billing errors.
- A dependable team player with a collaborative growth mindset.
- Proficient in Microsoft Office Suite or related software as well as other accounting software programs.
- Ability to operate related office equipment, such as computers, 10-key calculator, and copier.
- Ability to work independently and in a fast-paced environment.
- Ability to anticipate work needs and interact professionally with customers.
- Excellent organizational skills.
Supervisory Responsibilities:
Education and Experience:
- High school diploma or equivalent required.
- At least two years of related experience required.