Billing Specialist

Job Summary

Reporting to the Office Operations Manager, the Billing Specialist will research project and service billings and use job reports to ensure timely invoicing of services performed. Performs various clerical activities and administrative duties in the billing department including data entry, information verification, and invoice generation. Identifies, flags, and monitors overdue or unpaid accounts for further action and analysis. Records payments and reconciles accounts to facilitate up-to-date and accurate financial records. Gathers pertinent account information to assist with researching invoice discrepancies and errors. Manages follow-up notifications and may respond to standard billing inquiries. Follows policies, procedures, and controls to validate customer billing information, invoice amount, and order details.

Responsibilities

• Processes billing requests in accordance with established policies, procedures, and timelines.
• Audits and processes outstanding open tickets and work orders.
• Generates and issues invoices for commercial and residential HVAC services.
• Regularly reviews billing reports, researches, and collaborates with team to verify completion of services, and resolve billing discrepancies.
• Identifies, flags, and monitors overdue or unpaid accounts for further action and analysis.
• Maintains accurate and organized billing records.
• Proactively prepares bills in advance of due dates by keeping a calendar of billing deadlines.
• SUBMISSIONS INVOICES IN 3RD PARTY WEB PORTALS.
• Professionally contacts customers regarding account status and past-due balances.
• Processes customer payments.
• Performs miscellaneous tasks, such as other administrative duties, filing, and reporting as assigned.

Minimum and/or Preferred Qualifications

• Education: High School Diploma or GED equivalent
• Experience: 2-4 Years Experience in a billing or accounting role. Preference for experience in the HVAC, construction, or service industry.

Skills

• Demonstrated experience with a billing/accounting system or ERP system.
• Strong Attention to detail.
• Ability to work independently.
• Organized with the ability to multi-task in a fast-paced environment.
• Excellent verbal and written communication skills.
• Strong computer skills, typing abilities, and knowledge of Microsoft Office.