What are the responsibilities and job description for the Billing Specialist position at Advance Scale?
Position Objective:
The primary responsibility of the Billing Specialist is to perform the billing functions as noted below. This role is also intended to assist the Accounting, Sales, and all other Field and Office personnel in various duties, as they relate to the essential functions of the Service Department. The position allows the individual to develop various skills through both formalized and on-the-job training, with the intent to learn and demonstrate the skills required to advance to alternate career path in Service, Management, Marketing, or other administrative positions within the Company.
Reports to: Accounting Supervisor
Essential Duties and Responsibilities
- Bills inspections, normal service calls, service with parts, systems, projects, and quotes
- Prepare and send customer invoices (minimum 15-20 outgoing daily)
- Request customer PO’s when missing
- Maintain PO spreadsheet
- Enter customer portals
- Review billing notes
- Re-work invoices as needed, once reviewed
- Maintenance of customer records related to invoicing and bill payment
- Responds and resolves customer invoice inquiries, including disputes resolution
- Works in conjunction with other Accounting partners
- Partners with Service Supervisors to ensure timely review of work orders and invoices
- Monitors work-flow and tracking of items in billing folder
- Reviews packets for accuracy and completeness
- Returns packets to Service Supervisors with discrepancies
- Processes customer credits, when needed
- Mails project and rental invoices to customers
Environment:
Duties are performed at the corporate facility in Lindenwold, NJ. Duties performed may require compliance with OSHA policies, and the use of required safety apparel and equipment.
Minimum Requirements:
- Two (2) years of work experience as an Administrator
- Working knowledge of a computer word processing program and spreadsheet program
- Ability to schedule meetings and follow up calls without assistance
- Ability to qualify customer needs (environment, capacity, limits, etc.)
- Possesses excellent interpersonal, phone, customer service, and team communication skills
- Demonstrates reliability and aptitude to function in a fast paced, detailed environment
- Ability to handle multiple tasks at one time.
