Billing Specialist

Service Experts Heating & Air Conditioning•Richardson, TX

About The Position

The Billing Specialist supports internal and external Operations groups by preparing, validating, and processing customer data load files for the Service Experts primary customer billing system, MSD. The role also processes transactions, files, and batches related to payments, billing, and rate management, and researches and resolves exceptions and escalations. The Billing Specialist contributes to business objectives, operational performance, customer satisfaction, and continuous improvement of practices and procedures to reduce risk and increase operational effectiveness. Additional duties include supporting billing preparation, invoice generation, automated payment processes, account maintenance, billing documentation, mail processing, and banking deposits. The position requires 0–2 years of related experience and a high school diploma or GED.

Requirements

  • 0–2 years of related experience.
  • High school diploma or GED.
  • Excel experience, including comfort with spreadsheets, formulas, VLOOKUPs, pivot tables, sorting, and filtering.
  • Basic understanding of billing and invoicing concepts.
  • Strong attention to detail and ability to follow processes.
  • Clear written communication skills.
  • Ability to work with deadlines and prioritize tasks.

Nice To Haves

  • Familiarity with accounting or billing software.
  • Exposure to data entry, invoicing, or customer service roles.

Responsibilities

  • Prepare, validate, and process customer data load files and load them into the MSD billing system.
  • Process transactions, files, and batches related to payments, billing, and rate management.
  • Research and resolve exceptions and escalations in billing, payments, and rate management.
  • Assist with billing preparation and invoice generation.
  • Assist with automated payment processes.
  • Update and maintain billing data in Excel spreadsheets and company systems.
  • Review customer accounts for accuracy, including amounts, dates, and service details.
  • Support account maintenance and documentation tracking.
  • Help resolve basic billing inquiries by coordinating with internal teams.
  • Organize and file billing-related information.
  • Process daily incoming and outgoing mail.
  • Make banking deposits.
  • Perform other assigned billing tasks.
  • Contribute to operational performance, customer satisfaction, and continuous improvement of operating practices and procedures.

Benefits

  • Competitive pay with incentive opportunities.
  • Paid time off and company holiday pay.
  • Medical, dental, and vision insurance programs.
  • 401(k) retirement savings plan with company matching contributions.
  • Life insurance and disability insurance options.
  • Supplemental benefit programs.
  • Training opportunities through Experts University.
  • Career development opportunities.
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