Accounts Receivable Representative

Job Description

Job Description

1. Core Technical Skills
• Excellent verbal and written communication skills.
• Strong customer service focus with a friendly and professional demeanor.
• Good organizational skills and attention to detail.
• Prior collections or reception experience preferred but not required.
• Proficiency with office software and phone systems is a plus.
• General accounting knowledge – Understanding of accounting principles, debits/credits, and the AR process.
• Billing & collections experience – Hands-on experience generating invoices, applying payments, and managing past-due accounts.
• ERP/software proficiency – Familiarity with platforms like Waystar, Instamed, Availity, WellSky or other EHR/EMR systems and comfort with Teams, Outlook, and Excel (pivot tables, VLOOKUPs, and Formulas).
• Payment identification – Ability to reconcile accounts and research unapplied or misapplied payments.
• Knowledge of aging reports – Experience working/monitoring AR aging and identifying collection priorities and denial or problematic trends.
• Experience with Home Health billing is a plus.

2. Analytical & Problem-Solving Skills
• Ability to identify discrepancies between invoices and payments.
• Strong reconciliation skills to resolve mismatched balances (for example, discrepancies in contractually agreed rates vs. true payments/contractual).
• Comfort investigating chargebacks, short-pays, and customer disputes.

3. Communication & Relationship Management
• Professional communication – Skilled in written and verbal communication with customers/patients, operations, and internal teams.
• Negotiation skills – Ability to tactfully collect overdue payments without damaging provider/payer relationships.

4. Attention to Detail & Organization
• Highly detail-oriented in working claim denials, disputes, or other claim related issues. Thorough with noting accounts and aging.
• Ability to manage high-volume AR without errors.
• Strong organizational skills to prioritize accounts based on aging or risk.

5. Soft Skills & Work Ethic
• Dependability – Cash flow depends on consistent follow-through.
• Persistence – Stays on top of overdue accounts while following company policies. Investigates accounts/claims thoroughly and willing to go the extra mile to collect payment.
• Integrity – Handles sensitive financial data securely and ethically.
• Adaptability – Can adjust to new systems, policies, or AR processes.

6. Industry-Specific Knowledge - Healthcare
• Familiarity with insurance billing, denials, and EOBs.

7. Customer Service
• Respond promptly and professionally to customer inquiries via phone, email or chat.
• Resolve customer issues and complaints efficiently while maintaining a positive attitude.
• Collaborate with other departments to resolve complex issues.