Job Description

We are looking for a detail-oriented, reliable Account Representative to correspond with customers regarding payments, issue invoices, and process credit memos. The Account Representative will also be tasked with updating accounting records with issued invoices, new payments, customer information, etc. You should be able to multitask, deal with customer concerns in a professional manner and assist the accounting department with the preparation of financial reports.

To be successful as a Account Representative, you should have a good grasp of accounting practices and strong organizational skills. An outstanding candidate will demonstrate excellent communication skills and a knack for working with numbers.

Account Representative Responsibilities

• Creating and issuing invoices to customers.
• Processing credit memos through Clio.
• Preparing account statements for customers through Clio
• Following up on outstanding payments and answering customer queries.
• Monitoring all payments and preparing monthly billing reports.
• Managing account balances and resolving inconsistencies.
• Assisting the accounting department with the preparation of financial reports.
• Updating accounting records with issued invoices, processed payments, new balances, and customer contact information.

Requirements

• Account Representative Billing Clerk Requirements:
• High school diploma/GED.
• 2 or more years of previous experience as a billing clerk or in a similar role.
• Knowledge of accounting software such as QuickBooks.
• Working knowledge of accounting standards and relevant legal regulations.
• Strong communication, organizational and time-management skills.
• Ability to work efficiently under pressure.
• Proficient in Microsoft Office.
• Excellent math skills.
• Strong attention to detail.
• Other duties as assigned

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Schedule:

• 8 hour shift
• 40-hour work week
• Weekends as needed

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