Demo

Billing Specialist

A&J Refrigeration
San Luis Obispo, CA Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 4/21/2025

We are seeking an experienced Billing Specialist to join our growing team at A&J Refrigeration. The ideal candidate can multi-task in a fast-paced environment, with incredible and accurate attention to detail. This position requires excellent customer service and communication skills.

Essential Duties and Responsibilities:

  • Organizes billable data received from Account Managers in order to generate customer invoices.
  • Submits invoices/billings to customers via various methods requested (i.e., direct billing, or submitting the details via the specific customer portal).
  • Partners internally to follow up on outstanding invoices to ensure they are being paid timely, reviewing and correcting disputes as needed.
  • Generates professional quotes and helps to distribute to the customer portal.
  • Answer phones as back-up to the Dispatch role and create service calls as needed.
  • Follow manufacturer’s processes regarding billable work orders that fall under Warranty.
  • Completes additional customer required forms as needed.
  • Requests customer increases and monitor billable contract amounts.
  • Assists with collections activities, contacts customers and performs account and payment reconciliations.
  • Assists with the preparation of financial reports and statements.
  • Provides accounting assistance to all departments during the budgeting process.
  • Supports company leadership, field personnel and other staff with general administrative duties, as needed.
  • Assists with Dispatching and Receptionist duties, as needed.
  • Provides functional backup for other departments, as needed.
  • Works closely with Billing team and managers to align personal and company goals.
  • May include other duties, as assigned.
  • Demonstrate in-depth knowledge of customer service contracts/agreements for the purpose of determining billable & contract service work

Qualifications:

  • Minimum of 3 years of related work experience.
  • Recent experience with Great Plains preferred, but not required
  • Knowledge of Refrigeration Industry preferred, but not required
  • Preferred Microsoft Dynamics GP experience & MS office suite

Why A&J? We offer a fun environment, competitive pay, paid time off, a full suite of medical/dental/vision/life insurance benefits for full time employees, as well as a generous 401(k) matching program. We work hard, and play hard, too!

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule: Monday to Friday

Work Location: In person

Salary : $22 - $35

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A&J Refrigeration
Hired Organization Address San Luis Obispo, CA Full Time
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