Billing Specialist

Hoffman & Hoffman Inc•Knoxville, TN

5d•Onsite

About The Position

The Service Billing Specialist provides administrative and clerical support to the Service Department and reports directly to the Billing Manager. Keen attention to detail is important when tracking and verifying Service Technician work for reconciling to bill customers. The Service Billing Specialist is responsible for compiling fees, charges, materials or subcontract services provided when preparing invoices and billings. Exceptional interpersonal skills, through written or verbal communication are essential as the Service Billing Specialist is in regular contact with Service Technicians, other departments, and customers. Other job duties as assigned. Hoffman Mechanical Solutions, Inc. is a company focused on being #1 in the HVAC industry in providing the most innovative HVAC solutions through superior design and customer service.

Requirements

Proficient in Microsoft Suites (Word, Excel, Outlook, etc.)
Desire to exceed customer expectations
Strong verbal, written, analytical, and problem-solving skill
General accounting principles, knowledge of accounts receivable, proficiency in software and multi-tasking are critical skills

Nice To Haves

2-4-year college degree/certification preferred
2-4 years’ experience in billing for a service trades such as: HVAC, Plumbing, Electrical, or Refrigeration is a plus.

Responsibilities

Perform accurate and timely billing of client accounts
Prepare invoice data entry using Viewpoint, and maintain file documentation per accounting guidelines.
Generate pro forma invoices as needed.
Review details of each work order, pursue details from customer, subcontractors, suppliers’ technicians and service coordinator as needed
Generate financial reports using Viewpoint tool
Research unresolved payment issues and/ or billing discrepancies to reconcile outstanding invoices
Utilize Technician Work orders and verbal communication to clarify billing scope and cost details, document details and add to work order file.
Track and verifies Service Technicians inventory when inventory applies.
Assist with completing contract documents or generate specific billing documents when required for complex customers.
Performs other general administrative duties as assigned.
Flexibility to deviate work hours to meet deadlines.
Familiarity with Viewpoint service tool for data entry of billing process.
Familiarity with commercial HVAC repairs to facilitate interpretation of invoice scope documentation.