Billing Specialist Job at Climate Pros
The Billing Specialist is responsible for the successful processing of invoices. This will be achieved through the creation of and submission of detailed accurate invoices through various systems for various clients. The Billing Specialist will play a critical role in ensuring accuracy of invoices for proper processing, inventory tracking, collections, excellent customer service and tracking of profitability. The Billing Specialist will work cooperatively with the technicians, the sales team, the account managers and other departments to ensure customer satisfaction and invoice accuracy.
Duties and responsibilities:
- Responsible for complete invoice life cycle.
- Ensures dispatches are complete and ready for invoicing.
- Invoice creation and invoice submission for all accounts adhering to some account’s specific invoicing requirements, specific invoicing portals and set not to exceed limits.
- Creating/submitting warranty invoices.
- Creating/submitting invoices for equipment sales.
- Management of invoicing for full service/preventative maintenance accounts.
- Costing of invoices.
- Regularly auditing invoices.
- Accurately converting technician work orders and work notes into invoices.
- Collaboration with other departments to insure any issues with accounts are resolved.
- Customer point of contact for quotes, invoice issues or disputes insuring resolution and/or invoice resubmission.
- Establishment of new customer accounts, reviewing contract compliance, confirmation of all required documentation and ensure customer specific rules/processes/requirements are followed for invoicing.
- Managing collection efforts for customer account’s invoices to insure payment in a timely manner.
- Researching call history to avoid duplicate invoicing.
- All other duties as assigned.
Experience and education:
- Excellent oral and written communication skills.
- Advanced math aptitude.
- Detailed and accurate data entry.
- Experience managing and prioritizing multiple projects.
- Strong organizational skills.
- Self-sufficient and able to work with little direct supervision.
- High School Diploma/ GED.
- 1+ years of billing/invoicing experience.
- Computer knowledge must include: MS Office- Word, Excel and Outlook.
Physical requirements and working conditions: Regularly required to sit, stand, and walk; occasionally lift and/or move up to 15 pounds; noise level is usually moderate. All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment.
EEO Statement: Climate Pros is an Equal Opportunity Employer and does not make any decisions regarding applicants or employees based on actual or perceived race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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