Account Representative I Jobs

As an Account Representative I, you will be responsible for building and maintaining relationships with customers, handling inbound and outbound calls, and providing exceptional customer service. A typical day may involve managing client interactions, processing orders, and utilizing CRM software to track customer information. This role requires strong communication skills, problem-solving abilities, and a passion for sales. In today's job market, Account Representatives are in high demand with excellent growth opportunities. The average salary range for an Account Representative I is between $35,000 to $50,000 per year. To excel in this role, it's important to have a good understanding of product knowledge, negotiation skills, and the ability to cross-sell and up-sell. Work-life balance and living cost will vary depending on location, but Account Representatives often enjoy a dynamic and rewarding career.

About this role

Job Summary: Conner Strong & Buckelew is seeking a highly organized Accounting Representative who will be responsible for preparing timely and accurate client invoices, maintaining billing records, and supporting the billing cycle from invoice preparation through payment reconciliation. They will also assist with the company’s outgoing payments while working independently and collaborate effectively with vendors and internal departments to maintain accurate financial records and support smooth business operations.

Principal Responsibilities

Prepare and issue client invoices in accordance with company policies and client agreements
Ensure timely collection of payments while monitoring A/R aging reports
Reconcile client accounts and resolve billing discrepancies
Maintain organized financial records and supporting documentation
Prepare and issue payments to vendors
Reconcile vendor statements and resolve discrepancies
Provide clerical support to the accounting team, including data entry, filing, and report preparation
Assist with audits and ad hoc projects as assigned
Support CSB account teams and various profit centers as needed

Requirements

High school diploma or equivalent required; associate or bachelor's degree in accounting/finance a plus.
1+ years of Accounts Receivable or Accounts Payable experience preferred
Proficient with Microsoft Outlook, Word, and Excel
Strong attention to detail and accuracy
Highly organized with efficient time management
Professional oral and written communication skills
Excellent customer service skills
Authorized to work in the United States on a full-time basis without Company sponsorship

Specialized Knowledge or Licenses

Experience billing in healthcare, financial institutions, or insurance a plus

Salary for this position ranges from $55,000-$65,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability (physical or mental), marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service or any other status protected by law.

About Conner Strong & Buckelew

At Conner Strong & Buckelew we’re not just insurance and benefits brokers - we’re business experts. Our experts boast hundreds of years of combined experience working for and in the industries we serve. We sift through your unique risks and benefits needs, and we turn those into unique opportunities to strengthen your employees and your organization.

Principal Responsibilities

Prepare and issue client invoices in accordance with company policies and client agreements

Ensure timely collection of payments while monitoring A/R aging reports

Reconcile client accounts and resolve billing discrepancies

Maintain organized financial records and supporting documentation

Prepare and issue payments to vendors

Reconcile vendor statements and resolve discrepancies

Provide clerical support to the accounting team, including data entry, filing, and report preparation

Assist with audits and ad hoc projects as assigned

Support CSB account teams and various profit centers as needed

Requirements

High school diploma or equivalent required; associate or bachelor's degree in accounting/finance a plus.

1+ years of Accounts Receivable or Accounts Payable experience preferred

Proficient with Microsoft Outlook, Word, and Excel

Strong attention to detail and accuracy

Highly organized with efficient time management

Professional oral and written communication skills

Excellent customer service skills

Authorized to work in the United States on a full-time basis without Company sponsorship

Specialized Knowledge or Licenses

Experience billing in healthcare, financial institutions, or insurance a plus

Must be authorized to work in the United States on a full-time basis without Company sponsorship.