Accounts Receivable/ Billing Specialist
Job Description
We are seeking an Accounts Receivable/ Billing Specialist to join our growing team! For 20 years now, Joe Taylor's mission has been to provide an unmatched customer service experience to our customers as we aid in restoring their homes after a water, fire, mold, or biohazard loss.
The Accounts Receivable/ Billing Specialist will work closely with all members of our team. The Accounts Receivable/ Billing Specialist will serve in a dynamic role and will be responsible for providing billing and collections support to the team. .
If you come to work every day with great attitude, a willingness to learn, a passion to serve and a desire to be great at what you do, we can teach you the rest. So apply now. There’s always a place on our team for someone great!
FUNCTIONS AND RESPONSIBILITIES
Maintain database of customers/jobs in QuickBooks.
Create invoices and/or credit memos in QuickBooks.
Update CRM database with billing information.
Reconcile data entered in CRM database with Quickbooks.
Prepare and distribute invoice packages to customers.
Research past due accounts and investigate discrepancies.
Receive payments via ACH, Credit Cards, Wire transfers. Process third party checks.
Systematically post payments and partial payments in CRM database.
Reconcile daily cash receipt totals in QuickBooks to CRM database.
Monitor the Accounts Receivable Aging. Pursue collection efforts prior to lien date.
Communicate with Insurance companies and Homeowners (inbound and outbound calls).
Communicate with Management for any lien decisions.
Process small claim losses against delinquent accounts.
Scan and file supporting documentation.
Cross-train with other roles to provide support to any other step of the accounting cycle.
REQUIRED SKILLS
Minimum Education: Associate Degree with a concentration in Accounting classes or proven equivalent knowledge or experience of accounting rules and principles / bookkeeping.
Minimum Experience: One to two (1-2) years of billing, cash posting and AR Collection in Quickbooks.
Proficient in Microsoft Office suite, QuickBooks.
Experience with customer service and CRM software, Sugar or Salesforce a plus.
OTHER QUALIFICATIONS
Analytical, organized, structured, focused.
Accountable, adaptable, proactive.
Efficient, consistent, timely, accurate.
Top performer, Team player.
Intellectually curious, eager to learn, grow and take on new challenges.
Professional verbal and written communication with Customers, Management, Attorneys, Co-workers.
Company Description
For 20 years, our company has been providing services for mitigating and remediating water, fire, and mold in Florida. In this challenging and competitive industry we maintain one focus: To Provide an Unmatched Service Experience. Through stellar relationships with insurance carriers and agents throughout the state and with our outstanding team of professionals, Joe Taylor Restoration continues to grow and expand. We are fiercely competitive, rank integrity as our No. 1 core value, and are determined to further our growth and reputation as the most trusted and relied-upon restoration company in Florida.