Billing Specialist

Primary Job Function

Billing Agents are responsible for creating invoices and submitting them to customers via online portal, mail, email or other electronic data interchange. This role requires the ability to interpret and accurately transcribe technician notes from service repair work orders into concise and complete work descriptions. Accurately code each job component and ensure that each invoice has been coded correctly so that cost and revenue are allocated against the correct department and service type as well as the correct GL accounts.

• Highly proficient with basic accounting practice
• Ability to multi-task. Strong interpersonal skills to effectively communicate
• Ability to prioritize work activities based upon financial impact to desired business goals
• Knowledge of industry preferred
• Computer skills
• Post high school degree preferred in accounting, business or similar areas, high school degree or equivalent required.
• Two years related experience and/or training in billing or accounting or equivalent combination of education and experience

• Partners with Scheduler-Dispatcher to prepare and complete invoices to be sent to customers
• Proactively monitors open Service Requests with WIP for timely completion and invoicing.
• Runs query reports, researches and reconciles unaligned costs, such as labor hours, material purchases, expenses and other service related transactions
• Assist with acquiring purchase orders for subcontractors and material as necessary.
• Answers customer billing inquiries and resolves or escalates customer issues, as appropriate.
• Updates and retains customer account information related to new contacts, email addresses, phone numbers and inactive contacts. Also any special billing conditions, such as tax status, invoice approval contacts, billing addresses and ensuring special billing rates are up-to-date.
• Support inventory control process including updating equipment asset transactions
• Reconciles service requests daily and prepares for invoicing
• Other duties as assigned