Accounts Receivable Representative - Hybrid

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
• What You Bring
• 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
• What Sets You Apart
• 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
• Why This Role Matters
• This role is foundational to everything we do-supporting the financial operations behind every policy and transaction. As we continue to grow and modernize, including expanding our use of automation and AI, this position will play an important part in helping us scale efficiently and effectively.

Benefits

Additional Information

We're thrilled that you are interested in joining us here at the Amynta Group! We're thrilled that you are interested in joining us here at the Amynta Group! Come "Build" Your Career with Builders & Tradesmen's Insurance Services Builders Tradesman Insurance Services (BTIS) is nationwide insurance wholesaler focused on servicing Enterprises of all sizes with commercial insurance products. We are looking for an Accounts Receivable Representative to be part of the Rocklin based team. Accounts Receivable Representative I 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. We're thrilled that you are interested in joining us here at the Amynta Group! Come "Build" Your Career with Builders & Tradesmen's Insurance Services Builders Tradesman Insurance Services (BTIS) is nationwide insurance wholesaler focused on servicing Enterprises of all sizes with commercial insurance products. We are looking for an Accounts Receivable Representative to be part of the Rocklin based team. Accounts Receivable Representative I 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.

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