Accounts Representative Job Description
Accounts representative
provides direct oversight of student and non-student billing, receipt and recording of payments, third-party billing, collections, and internal student loan program.
Accounts Representative Duties & Responsibilities
To write an effective accounts representative job description, begin by listing detailed duties, responsibilities and expectations. We have included accounts representative job description templates that you can modify and use.
Sample responsibilities for this position include:
When warranted, work with approved collection agencies in an effort to recover outstanding balances when direct customer contact has been unsuccessful
Participate in accomplishment of continuous improvement objectives for the department
Research charge backs in a timely manner
Issue credits to assigned accounts
Prepare monthly program accruals for assigned accounts
Review marketing programs for accuracy and enter into SPMS system
Interact with credit department, order management, product and sales on a daily basis
Processing of expense reports and check requests
Handling vendor queries
Responding to internal queries and performing general research
Accounts Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Accounts Representative
List any licenses or certifications required by the position: UK, CCAT, SAP, W9
Education for Accounts Representative
Typically a job would require a certain level of education.
Employers hiring for the accounts representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Associates, Business, Finance, Education, Healthcare, Financial Services, Business/Administration, Technical, Graduate
Skills for Accounts Representative
Desired skills for accounts representative include:
Bank and loan products and services to effectively present the appropriate solutions to the customer
CDs
E-banking
Money market
Savings
Third party reimbursements
Physician third party billing and collections
Excel
Federal and state regulations
Med Metrix and Healthcare Query
Desired experience for accounts representative includes:
Maintaining current and archived files
Evaluating appropriate account and matter coding
Evaluating sales and use tax payable on invoices
Familiarity with basic accounting functions
Knowledge of Microsoft Dynamics Great Plains a plus
Support the month-end and year-end close processes
Accounts Representative Examples
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Accounts Representative Job Description
Job Description Example
Our growing company is hiring for an accounts representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for accounts representative
- Periodically evaluate current policies and procedures and make recommendations for improvement
- Verify and obtain proper signatures for payments of invoices, check requests, and wire transfers
- Verify and code vendor payments to the appropriate general ledger accounts
- Perform maintenance of expense reporting system
- Match invoices to checks
- Prepare invoices by coordinating the receiver and the purchase order
- Enter invoice into accounting system after verifying the correct amount
- Research vendor statements and resolve discrepancies
- Assist vendors and employees by answering questions about A/P issues
- Manage record keeping as appropriate and in accordance with company policy
Qualifications for accounts representative
- Ability to communicate in English is required
- Degree in Accounting, Economics and/or a related field
- A variety of ERP experience preferred (Netsuite, Oracle, Sage, SAP )
- Healthcare AR Preferred
- Prefer a RECENT college graduate with a Bachelors in Accounting (little to no work experience needed).Minimum of a High School diploma is required
- 3+ years in-depth knowledge of the mutual fund industry and NAD products and services
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Accounts Representative Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of accounts representative. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for accounts representative
- Counsel customers regarding student related functions of other College departments, financial aid, registrar, housing, admissions, , in order to address or refer issues not served directly by the Bursar area
- Drive account growth for auto accounts, including dealers, after-market service facilities, dealer associations
- Service, retain and grow cars.com accounts
- Understand and assess areas for growth within automotive categories and share updates with auto sales team
- Target and build relationships with existing and potential auto clients
- Communicate the ROI of the solutions and educate the client on the solution as needed
- Collaborate with manager in identifying sales opportunities in auto
- Ensure all invoices are approved before issuing any payment
- Prepare weekly AP aging report to determine what needs to be cash disbursed and have approval from the management or the controller
- Print checks weekly and mail out the appropriate payments
Qualifications for accounts representative
- Experience with online expense reporting
- Focus on excellent customer service both inside and outside the organization
- Thorough knowledge of Physician Billing Policies and Procedures across multiple states
- High School Diploma required and minimum 3 years successful customer service experience as bank teller, cashier, sales person or equivalent
- You always exceed your number
- You have an affinity for Value based selling and have embraced MEDDIC (or other structured sales methodology)
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Accounts Representative Job Description
Job Description Example
Our growing company is looking to fill the role of accounts representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for accounts representative
- Sells advertising space online, print publication, and call center, including recommending Service Provides to advertising in other areas or categories
- Increases eligibility of local SPIDs for national accounts
- Captures new membership growth through renewal of expiring advertising agreements and origination of additional advertising agreements
- Act as an ambassador and role model for business
- Handles various aspects of account, including pricing, billing, and Service Provider issues
- Enters contracts in specified systems
- Verifies license status
- Meets or exceeds stated goals in a metric driven environment
- May require travel to key industry meetings and conferences
- Work with A/P team members at the Shared Service Centre to transition responsibilities in accordance with our transition plan
Qualifications for accounts representative
- Strong technical knowledge of accounts payable policies and procedures
- You are energized winning net new logos as much as growing existing customers
- Two years of prior accounting experience or a degree in accounting is preferred
- Possess basic knowledge of agency accounting as it relates to receivables basic technical accounting knowledge
- Work to in protecting the company’s interest with outside suppliers (legal counsel, bailiffs, lawyers )
- Request authorization of payments for bailiffs, towing company, storage, collection agencies
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Accounts Representative Job Description
Job Description Example
Our company is hiring for an accounts representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for accounts representative
- Help drive 1099 process by producing 1099’s for all vendors/payees, ensuring that each vendor receives a year-end 1099 form and by providing follow up support to vendors regarding any issues
- Support special requests by handling manual and voided checks utilizing the A/P system
- Requires basic computer knowledge Needs to type 30 words per minute
- Participate in match exception research and clearance between merchandisers and bookstore management
- Follow-up consistently and thoroughly with vendors, store personnel and merchandisers
- Perform other responsibilities as directed by the Merchandise Payables Manager
- Provide responses to students, parents, and other University offices regarding inquiries about billing statements, financial aid, student loans, and/or other information requested that is related to UAConnect
- Process university invoices daily and provide data entry, filing, and mailing support
- Review invoices rejected for various reasons (invalid POs, insufficient funds, line problems, vendor address, wrong vendor, account number problems, needs departments’ approvals, credits, other problem issues) and work continuously with departments and vendors as necessary to get problems fixed in order to get vendors paid timely
- Negotiate payment schedules with vendors and release of any shipment being held
Qualifications for accounts representative
- Experience in high profile account management and C Level engagement is preferred
- Performs a variety of routine and non-routine accounting activities in billing, accounts receivable, collections or a related financial area
- Processes and posts information
- Generally reports to Supervisor or Manager
- Proficiency with personal computers and associated word processing, spreadsheet, presentation and database software
- Experience in a role that required strong organization and management of multiple competing priorities under tight time constraints, strong problem solving skills
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Accounts Representative Job Description
Job Description Example
Our growing company is hiring for an accounts representative. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for accounts representative
- Match invoice to receiver and purchase order
- Ensure timely input of data into the system
- Handle questions and provide responses to all information requests from internal or external customers
- Prepare and enter journal entries into the general ledger
- Assist with invoice filing
- Ensure adherence to authorized signature list approvals and purchasing cycle policies
- Issuing RA’s for product returns to manufacturer clients in a timely and accurate manner
- Manage inbound returns to prioritize RA Issuance based on customer requirements
- Ability to diplomatically escalate potential client issues to customer service manager
- Routinely evaluates current processes and make recommendations for improvement
Qualifications for accounts representative
- Successful track record in sales-driven environments
- Experience with Yardi or in a real estate environment a plus
- Oracle accounting software a plus
- English language skills essential, other languages will be advantageous
- High school diploma or equivalent.• Three (3) years of progressive related experience
- Must be self-motivated with ability to work in fast paced environment