Accounts Receivable Representative - Hybrid

Amynta Agency•Rocklin, CA

12d•Hybrid

About The Position

The Accounts Receivable Representative plays a critical role in supporting the financial health of our organization. This position is ideal for someone who is detail-oriented, analytical, and thrives in a fast-paced, collaborative environment. You’ll work closely with teams across the organization and with external partners, helping to ensure accuracy, efficiency, and a seamless customer experience. We’re also evolving—this role is perfect for someone who is agile, open to change, and excited about leveraging automation and AI to improve processes and drive efficiency.

Requirements

High School Diploma or GED required
Prior office or administrative experience preferred
Strong written and verbal communication skills, with confidence interacting with agents, customers, and internal teams
Analytical mindset with strong problem-solving skills
A customer-first mindset with a commitment to delivering high-quality support
Ability to review policy and account information, identify discrepancies, and take appropriate action
Strong organizational skills with the ability to manage multiple priorities and deadlines
Proficiency in Microsoft Office, Excel and web-based systems, with the ability to quickly learn and navigate new tools
Comfortable working across multiple systems and platforms simultaneously
Basic troubleshooting skills for common technical issues (headsets, connectivity, system access, etc.)
Typing speed of at least 40 words per minute

Nice To Haves

You are agile and adaptable, comfortable navigating change and evolving priorities
You’re open to new technologies, automation, and AI-driven tools to improve efficiency
You take ownership of your work and follow through with accuracy
You learn quickly, apply feedback, and continuously look for ways to improve
You bring a process improvement mindset—always thinking about how things can be done better, faster, and smarter

Responsibilities

Deliver excellent service to internal teams and external partners
Support core accounting operations with a focus on accounts receivable
Reconcile and issue commissions to retail agents
Manage and collect aged receivables
Research and resolve payment discrepancies with a solutions-oriented approach
Respond to customer inquiries via phone, email, and chat
Review and verify statements, invoices, and payment requests for accuracy
Record invoices and transactions in the accounting system
Monitor accounts to ensure timely payments and follow up as needed
Collaborate across departments to improve workflows and resolve issues
Participate in special projects, including process improvements and automation initiatives