Accounts Receivable Representative - Hybrid

Amynta Agency • Rocklin, CA

2d • Hybrid

About The Position

The Accounts Receivable Representative supports the financial health of the organization by handling accounts receivable operations and providing service to internal teams and external partners. The role is suited to a detail-oriented, analytical person who can work in a fast-paced, collaborative environment and is open to change, automation, and AI-enabled process improvements. The position is part of the Rocklin-based team, with a hybrid work option available.

Responsibilities include reconciling and issuing commissions to retail agents, managing and collecting aged receivables, resolving payment discrepancies, responding to customer inquiries, verifying financial documents, recording invoices and transactions, and monitoring accounts for timely payment. The representative also collaborates across departments and contributes to projects focused on process improvement and automation.

Requirements

• High school diploma or GED.
• Strong written and verbal communication skills and confidence interacting with agents, customers, and internal teams.
• Analytical mindset and strong problem-solving skills.
• Customer-first mindset and commitment to high-quality support.
• Ability to review policy and account information, identify discrepancies, and take appropriate action.
• Strong organizational skills and ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Office, Excel, and web-based systems, and ability to learn new tools quickly.
• Comfort working across multiple systems and platforms simultaneously.
• Basic troubleshooting skills for common technical issues, such as headsets, connectivity, and system access.
• Typing speed of at least 40 words per minute.

Nice To Haves

• Prior office or administrative experience.
• Adaptability when navigating change and evolving priorities.
• Openness to using new technologies, automation, and AI-driven tools to improve efficiency.
• Ownership, accuracy, and follow-through in completing work.
• Ability to learn quickly, apply feedback, and continuously improve.
• A process-improvement mindset.

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.
• Respond to customer inquiries by 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 improvement and automation initiatives.

Benefits

• Competitive medical, dental, vision, disability, and life insurance.
• 401(k) with company match.
• Generous paid vacation.
• Paid holidays.
• Employee referral bonus.
• Hybrid work option available.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED