Accounts and Revenue Associate
hace 1 mes
The Accounts and Revenue Associate is responsible for supporting the insurance sales team. This role is critical to maximizing revenue on projects and requires excellent communication skills with internal and external customers. Key responsibilities include reviewing financial documents, communicating with customers and financial institutions, and ensuring timely submission of daily reports to the AR Manager.
Key Qualifications
- High School Diploma/GED required; Associates/Bachelors 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 judgment 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
Responsibilities
- Communicating with restoration sales reps and other departments as needed regarding customer inquiries
- 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
- 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 a secure manner
- Research and resolution of account discrepancies
- Compliance with all internal systems: MarketSharp, Leap, and Zoom, etc.
Why Choose Us
- Competitive salary (according to your experience)
- Great compensation that we can discuss during the interview
- We will give you the tools you need to make your work happen
- We will always promote a work-balance culture
Equal Opportunity Employer
- We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
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