What does an Accounting Representative do?

Account representatives are in charge of making sales. Their primary duties include designing and maintaining customer accounts, as well as being a liaison between the organization and clients. They constantly communicate with clients, respond to their concerns, and monitor transactions as well as payments. Also, they develop company invoices, regularly keeping track of client's transactions, maintaining records of the client's account, and routinely auditing them. The job requirements include strong communication and negotiation skills, relevant experience in sales, and confidence.
Accounting representative responsibilities
Here are examples of responsibilities from real accounting representative resumes:
- Review and verify invoices and administer check, ACH, and wire payments.
- Submit claims; re-bill claims, adjustments claims, and collections from Medicare, Medicaid and other commercial insurance payers.
- Balance ACH debit exception report, ACH credit exception report and share draft non-post report and enter corresponding general ledger entries.
- Submit claims to Medicare and Medicaid utilizing IDX system for electronic processing.
- Prepare daily reconciliations of policy relate cash receipts and disbursements and suspense accounts.
- Resolve errors by resubmitting correct or unacknowledge claims, medical records, appeals and other documentation require for timely payments.
- Remain up-to-date on and ensures proficiency in PC skills, ADP procedures and tools used to service ADP clients.
- General accounting functions: ADP payroll, assisting with month-end close, forecasting and budgeting, weekly cycle counts of inventory.
- Compile and organize client data for taxation and litigation purposes; reconcile bank statements.
Accounting representative skills and personality traits
We calculated that 15% of Accounting Representatives are proficient in Patients, Data Entry, and Payroll. They’re also known for soft skills such as Computer skills, Detail oriented, and Integrity.
We break down the percentage of Accounting Representatives that have these skills listed on their resume here:
- Patients, 15%
Contacted patients and follow-up with patients for additional insurance information collection, correction, and adjudication.
- Data Entry, 8%
Experienced in performing bookkeeping activities such as bank statement reconciliations and data entry into general ledger system.
- Payroll, 6%
Prepared monthly financial statements, reconciled general ledger balances and validated payroll data for over 150 business owners in Tri-State area.
- Customer Service, 5%
Recognized for excellent customer service and ability to listen and communicate with members as well as other departments effectively.
- Computer System, 5%
Prepared and maintained informative comments into computer system.
- Financial Reports, 5%
Extracted and assembled data from member accounts to prepare financial reports/presentations.
Common skills that an accounting representative uses to do their job include "patients," "data entry," and "payroll." You can find details on the most important accounting representative responsibilities below.
Computer skills. The most essential soft skill for an accounting representative to carry out their responsibilities is computer skills. This skill is important for the role because "bookkeeping, accounting, and auditing clerks need to be comfortable using computer spreadsheets and bookkeeping software." Additionally, an accounting representative resume shows how their duties depend on computer skills: "assigned and maintained vendor identification files through an on-line computer system. "
Detail oriented. Many accounting representative duties rely on detail oriented. "bookkeeping, accounting, and auditing clerks are responsible for producing accurate financial records," so an accounting representative will need this skill often in their role. This resume example is just one of many ways accounting representative responsibilities rely on detail oriented: "develop reports to detail aging and past due accounts for senior management. "
Integrity. This is an important skill for accounting representatives to perform their duties. For an example of how accounting representative responsibilities depend on this skill, consider that "bookkeeping, accounting, and auditing clerks have control of an organization’s financial documentation, which they must use properly and keep confidential." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of an accounting representative: "resolve identified balances (eligibility processing or sending discrepancies to employer group) to maintain client account financial integrity. ".
Math skills. A big part of what accounting representatives do relies on "math skills." You can see how essential it is to accounting representative responsibilities because "bookkeeping, accounting, and auditing clerks deal with numbers daily and should be comfortable with basic arithmetic." Here's an example of how this skill is used from a resume that represents typical accounting representative tasks: "audit previous day's work of dealership cash payments daily data entry of statistics regarding warranties weekly. "
The three companies that hire the most accounting representatives are:
- BNY Mellon6 accounting representatives jobs
- Halifax Health6 accounting representatives jobs
- Domino's Pizza4 accounting representatives jobs
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Accounting representative vs. Bill collector
A bill collector is responsible for reaching out to the customers to collect overdue payments, negotiate repayment plans, and update account information upon settling of payments. Bill collectors monitor the contact details of the customer, utilizing locator tools and software as required by the organization, and review contract terms to decide on credit advice or escalate the issue to a higher tier. A bill collector must have excellent communication and customer service skills, especially in explaining the customer's case and perform debt collection duties efficiently.
While similarities exist, there are also some differences between accounting representatives and bill collector. For instance, accounting representative responsibilities require skills such as "payroll," "financial reports," "journal entries," and "general ledger accounts." Whereas a bill collector is skilled in "medical billing," "appeals," "hipaa," and "insurance eligibility." This is part of what separates the two careers.
Bill collectors earn the highest salaries when working in the finance industry, with an average yearly salary of $36,403. On the other hand, accounting representatives are paid more in the automotive industry with an average salary of $47,306.bill collectors tend to reach similar levels of education than accounting representatives. In fact, bill collectors are 3.6% less likely to graduate with a Master's Degree and 0.1% more likely to have a Doctoral Degree.Accounting representative vs. Media center assistant
A media center assistant is typically in charge of performing support tasks to maintain a smooth workflow in media centers. They often participate in planning and executing media projects and programs, process documentation, answer inquiries, manage the project and team members' schedules, conduct research and analysis, disseminate information, and liaise with internal and external parties. Furthermore, as an assistant, it is essential to monitor the progress of all operations while regularly reporting to managers and supervisors.
In addition to the difference in salary, there are some other key differences worth noting. For example, accounting representative responsibilities are more likely to require skills like "payroll," "customer service," "financial reports," and "journal entries." Meanwhile, a media center assistant has duties that require skills in areas such as "basic math," "cpr," "crisis intervention," and "good interpersonal." These differences highlight just how different the day-to-day in each role looks.
On average, media center assistants earn a lower salary than accounting representatives. Some industries support higher salaries in each profession. Interestingly enough, media center assistants earn the most pay in the education industry with an average salary of $31,738. Whereas accounting representatives have higher pay in the automotive industry, with an average salary of $47,306.In general, media center assistants achieve similar levels of education than accounting representatives. They're 1.0% more likely to obtain a Master's Degree while being 0.1% more likely to earn a Doctoral Degree.Accounting representative vs. Accountable clerk
The duties of an accountable clerk vary in one's industry of employment. Typically, their responsibilities revolve around overseeing the financial aspects of a company, including revenue and budget. They mostly process payments and income, ensuring accuracy in every detail and transaction. An accountable clerk may also have clerical tasks such as producing progress reports, answering calls and correspondence, coordinating with various department personnel, and maintaining a database of information. Should there be any issues, it is essential to report to a manager right away.
The required skills of the two careers differ considerably. For example, accounting representatives are more likely to have skills like "patients," "payroll," "patient accounts," and "reconciliations." But a accountable clerk is more likely to have skills like "purchase orders," "process payroll," "office equipment," and "payment vouchers."
Accountable clerks earn the highest salary when working in the government industry, where they receive an average salary of $40,489. Comparatively, accounting representatives have the highest earning potential in the automotive industry, with an average salary of $47,306.When it comes to education, accountable clerks tend to earn similar degree levels compared to accounting representatives. In fact, they're 1.4% less likely to earn a Master's Degree, and 0.0% less likely to graduate with a Doctoral Degree.Accounting representative vs. Accounts receivable specialist
Accounts receivable specialists are members of the organization's finance or accounting department. They are responsible for managing the collection of payments for the company. They prepare official receipts and coordinate with account payable specialists from other companies with pending payables. They ensure that clients pay on time, and they also follow up on payments when necessary. They are responsible for checking whether the clients have already paid in full. Accounts receivable specialists are in charge of updating accounting records as well to ensure that client records are up to date.
Types of accounting representative
Updated January 8, 2025