Account Representative

Job Summary: 

The Account representative will gather data, calculate charges and fees, and create invoices for billing purposes.   

  

Supervisory Responsibilities: 

• None. 

  

Duties/Responsibilities: 

• Calculates costs for goods, services, and delivery/shipment of goods. 

• Verifies accuracy of billing data, correcting any errors. 

• Creates itemized statements, bills, invoices, and other necessary billing documents, which may require calculation of credit terms, shipping charges, discounts, and costs of goods. 

• Records amounts due for items purchased or services rendered. 

• Performs general bookkeeping work, which may include entering data and maintaining records, invoices, and supporting documents of amounts due for items purchased or services rendered. 

• Generates shipping labels and billing documents. 

• Contacts customers to obtain, verify, and update account information when necessary. 

• Maintaining Builder and General Contractor Online Portals 

• Performs various Customer Service Needs, as assigned. 

Required Skills/Abilities:  

• At least two years of experience in customer service or Accounts Receivable 

• Basic understanding of clerical and administrative procedures. 

• Excellent written and verbal communication skills. 

• Must be detail oriented, flexible, and professional 

• Ability to solve problems as they arise. 

• Proficient in Microsoft Office Suite or similar software. 

Education and Experience: 

• High school diploma or equivalent required. 

• Associate degree or vocational school training preferred. 

Physical Requirements:  

• Prolonged periods sitting at a desk and working on a computer. 

• Must be able to lift up to 15 pounds at a time.