Accounts and Revenue Associate

hace 1 mes


Mérida, Yucatán, México Intangibles Talent ® A tiempo completo

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.



  • Mérida, Yucatán, México Boldr A tiempo completo

    About Boldr">Boldr is a global B-Corp delivering exceptional client experiences while fostering dignified, meaningful work in diverse communities worldwide.We are a global team united by our shared values: authenticity, curiosity, dynamism, ambitious vision, and operational excellence.Our mission involves connecting people with common values for bold impact....


  • Mérida, Yucatán, México Verato A tiempo completo

    Company OverviewVerato, the identity experts for healthcare, is a high-growth company that enables better care everywhere by providing a single source of truth for identity to organizations across the care continuum.We operate on the simple notion that a company must first and foremost take care of its employees. In turn, these employees will take care of...


  • Mérida, Yucatán, México STX Next sp. z o.o. A tiempo completo

    Key Responsibilities:Develop and execute business growth strategies to drive revenue expansion.Identify and pursue new business opportunities through targeted outreach and relationship-building.Key Performance Indicators (KPIs):Track and analyze sales performance data to optimize business development efforts and achieve revenue targets.


  • Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp that delivers client experiences while creating access to dignified work.We employ a diverse team united by our values: authenticity, curiosity, dynamism, ambitious vision, and operational excellence.As a Data Services Associate, you'll work with tools and databases to review data, executing processes according to client...


  • Mérida, Yucatán, México Boldr Impact A tiempo completo

    Boldr Impact is seeking a highly skilled Multilingual Sales Development Associate to join our team.As a Bilingual Qualification Associate, you'll be conducting phone calls to our client's list of cold and warm leads in order to close them as customers. Your goal will be to create opportunities with new prospects and educate them about our products. To...


  • Mérida, Yucatán, México Worldstrides A tiempo completo

    About the RoleWe are seeking a highly organized and customer-focused International Program Associate to join our team at Worldstrides. In this role, you will be responsible for building relationships with our customers and sales team, ensuring seamless execution of tours, and providing exceptional customer service.


  • Mérida, Yucatán, México Citi A tiempo completo

    Citi is seeking a Senior Sales Operations Manager to lead the Field Sales Team in delivering exceptional sales support services to clients.**Key Responsibilities:**• Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members• Service existing accounts and establish new accounts at designated locations or...


  • Mérida, Yucatán, México Red Bull A tiempo completo

    Job Title: Strategic Sales Leader for Key Accounts About the RoleWe are seeking a highly skilled and experienced Strategic Sales Leader to join our team in this key account role.The ideal candidate will have a strong background in sales, negotiation, and leadership, with a proven track record of driving growth and delivering results in a fast-paced...


  • Mérida, Yucatán, México Boldr A tiempo completo

    About the RoleThe Employer Engagement Associate will play a crucial role in identifying and building relationships with small to mid-size companies and corporate partners that align with Boldr's mission. This individual will be responsible for researching and prospecting companies with talent acquisition needs, working closely with the Employer Engagement...


  • Mérida, Yucatán, México Servicios Comerciales Amazon Mexico S. De R.L. De C.V. A tiempo completo

    About the RoleAs an Area Manager at Servicios Comerciales Amazon Mexico S. De R.L. De C.V., you will have the opportunity to lead a team of 20 to 50 Amazon Associates in a distribution warehouse environment.Key ResponsibilitiesLead, manage, and develop a high-performing team of Amazon AssociatesCommunicate policies and procedures to the team, ensuring...


  • Mérida, Yucatán, México Abb A tiempo completo

    Job Title:Electrification Associate Project Engineer - Expert in Sustainable Energy SolutionsAbout the Role:We are seeking a highly skilled Electrification Associate Project Engineer to join our team at ABB. As an expert in sustainable energy solutions, you will play a crucial role in supporting engineering activities under the supervision of senior...

  • Business Growth Associate

    hace 2 semanas


    Mérida, Yucatán, México Worldstrides A tiempo completo

    We are seeking a Business Growth Associate to drive sales opportunities for our Sales department. In this role, you will be responsible for prospecting and qualifying contacts in our database to identify viable leads worth pursuing by our sales colleagues.The ideal candidate will have a strong understanding of sales and marketing principles, as well as...


  • Mérida, Yucatán, México Hyatt Regency Merida A tiempo completo

    OverviewThe Regional Sales and Operations Director will play a key role in the success of Hyatt Regency Merida by leading the efficient running of the department in line with our Corporate Strategies and brand standards. This individual will be responsible for ensuring that all outlets operate successfully, meeting employee, guest and owner...


  • Mérida, Yucatán, México Bosch A tiempo completo

    Company OverviewBosch Rexroth is a leading provider of drive and control technologies, with a presence in over 80 countries. Our team takes on customers' challenges with passion and persistence, developing innovative solutions to meet their needs.Job DescriptionWe are seeking an experienced sales development manager to administer and develop our customer...


  • Mérida, Yucatán, México Verato Inc. A tiempo completo

    Company OverviewVerato Inc., a leading healthcare technology company, is driving digital transformation in the industry. With a strong focus on identity resolution, Verato enables better care everywhere by providing a single source of truth for organizations across the care continuum.The company has experienced significant market momentum, doubling in size...

  • Data Services Coordinator

    hace 4 semanas


    Mérida, Yucatán, México Boldr A tiempo completo

    Job OverviewWe are seeking a highly motivated and detail-oriented Data Services Associate to join our team at Boldr. As a Data Services Associate, you will play a crucial role in executing projects of varying nature, from simple data entry to complex analytics and reporting.


  • Mérida, Yucatán, México Global Payments A tiempo completo

    About Global PaymentsWe enable millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services.Role OverviewThe Key Account Growth Strategist plays a vital role in the acquisition, retention, and profitability of net new customers or existing clients with low acquisition levels. This...


  • Mérida, Yucatán, México Servicios Comerciales Amazon Mexico S. De R.L. De C.V. A tiempo completo

    We are seeking a highly motivated and organized Area Manager to lead and develop a team of Amazon Associates in a dynamic distribution warehouse environment. As an Area Manager, you will be responsible for motivating, mentoring, and coaching your team to ensure the highest levels of safety, quality, attendance performance, and engagement.This is a great...


  • Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp dedicated to delivering exceptional client experiences while providing access to meaningful work in communities worldwide. Our global team of over a thousand members across five countries shares a common goal: creating a significant impact. We're committed to connecting diverse individuals with shared values and employing...


  • Mérida, Yucatán, México Worldstrides A tiempo completo

    WorldStrides, a leading educational student travel and study abroad company, is seeking an experienced professional to join its team in Merida, Mexico.We are committed to providing high-quality educational experiences for students. As an Enrollment Associate, you will play a crucial role in ensuring the smooth execution of our programs.The ideal candidate...