Accounts Receivable Representative

Job Description

Accounts Receivable Representative | Steamboat Group

The Tone:
This is a full-time role at Steamboat Group, located in Kennesaw, GA. Steamboat Group has built a strong reputation over the last decade for delivering strategic solutions, insights, and support that help their agents, businesses, and financial and carrier partners protect and grow their institutions. The company is experienced in critical infrastructure, technology, and compliance practices, offering a range of risk-management products and services. This Accounts Receivable Representative role is essential for ensuring the accurate and timely application of client payments, directly contributing to the company’s financial integrity and supporting its core mission of effective risk management.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Kennesaw, GA

• Mission: Ensure accurate and timely application of client payments and maintain precise customer financial records to support the company’s financial health.
• Tech Stack: Microsoft Office, Excel, Word, Outlook

What You’ll Actually Do
• Payment Processing: Take responsibility for preparing, posting, verifying, and accurately recording all customer payments and transactions specifically related to accounts receivable, ensuring financial integrity.
• Invoicing & Reconciliation: Systematically create invoices and/or cash imports in accordance with company practices, reconcile financial accounts across multiple internal systems, and submit accurate invoices directly to customers.
• Record Maintenance: Diligently maintain and continuously update comprehensive customer files, implementing all necessary changes such as name or address modifications, updates due to mergers, or adjustments to mailing attentions.
• Discrepancy Resolution: Proactively engage in interdepartmental communication to thoroughly research and effectively resolve any identified discrepancies, unidentified incoming payments, or past-due account amounts.
• Financial Support: Generate detailed reports regarding the current status of customer accounts as requested, and provide essential assistance in generating monthly billing statements based on the general ledger, as well as supporting semiannual compliance audits.

The Must-Haves
• Background: Entry-Level. Candidates should possess foundational domain knowledge in accounting or finance. An Associate degree in Accounting or Finance is strongly preferred for this role.
• Experience: A minimum of one year of hands-on experience directly performing accounts receivable functions is required, demonstrating practical application of payment processing and reconciliation.
• Skills: Demonstrated proficiency with the Microsoft Office suite is essential, including strong working knowledge of Excel for data management, Word for documentation, and Outlook for professional communication.