What are the responsibilities and job description for the Billing Associate position at Cobalt Recruitment?
A successful boiler company located in Tarrytown, NY is looking to add a Billing Associate to join their Service Department. In this role, you'll be responsible for overall bookkeeping for day-to-day operations, completing invoices for Field Technician's, and handling customer service requests as they arrive.
Qualifications :
Minimum 2-year certificate from college or technical school.
One to three years’ experience or equivalent combination of education and experience.
Experience in bookkeeping or similar preferred but not required.
Experienced in Customer Service, answering phone calls, emails from clients.
Organized and efficient in their daily tasks.
Team oriented individuals willing to work with a close group.
Excellent written and verbal communication skills.
Ability to understand and follow written and verbal instructions.
Individual problem solving.
Proficient in Excel, Word, Outlook.
Responsibilities :
Entering new customers, work orders, proposals, PO’s.
Entering credit card charges / credits to and from customers.
Entering fully executed service agreements into work orders for scheduling.
Assisting in answering phone calls, text messages, emails regarding services.
Collection and application of Field Technician’s parts receipts to work orders.
Collection and preparation of work orders documentation.
Collection, reconciliation of Field Technician’s expense reports.
Collating and transferring expenses to apply to work orders.
Collection of Field Technician’s time sheets.
Collection of Field Technician’s PTO requests.
Compiling and completing weekly Payroll and submitting to supervisor for review and / or approval.
Scanning of invoices and relevant backup documentation to the MPN Cloud.
Ordering of needed Office Supplies.
Demonstrated ability to calculate figures and amounts such as discounts, sales tax and percentages.
