Billing Specialist

Booth and Partners

25d

About The Position

The Billing Specialist is responsible for enhancing business-process efficiency by managing and submitting invoices for billing. The position includes reviewing and closing calls, processing invoices through applicable customer channels, resolving invoice rejections and approvals, and gathering documentation needed to support billing. The role also submits invoices to Account Managers for review according to Customer Standard Operating Procedures (SOPs).

Requirements

• High school diploma or General Education Degree (GED).
• Good computer proficiency.
• Strong organizational and communication skills.
• Good customer service and phone skills, with flexibility to handle a wide range of activities.
• Experience in data entry for accurate processing of invoices and payment runs.
• Self-motivated and able to work well with others.
• Effective time-management skills.
• Ability to work independently, multitask, and prioritize tasks while meeting strict deadlines.
• Flexibility and willingness to take on additional responsibilities.
• Willingness to learn and grow with the company.

Nice To Haves

• One or more years of experience as a quoter or expeditor in the HVAC/R industry.
• HVAC/R industry knowledge or experience.

Responsibilities

• Scrub calls for billing purposes.
• Create and submit AFQs.
• Submit invoices to customers through TPS, mail, and other applicable channels.
• Review calls from prior days to ensure completion.
• Close calls in TPS.
• Manage TPS invoice rejections and approvals.
• Gather missing documentation from field personnel as needed for billing purposes.
• Submit invoices to Account Managers for review as specified in the Customer Standard Operating Procedures (SOP).
• Perform other related duties as assigned to support the efficient and effective functioning of the work unit.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED