Billing Clerk and Receptionist

4 weeks ago


Jacksonville, United States CBX Global Full time
Job DescriptionJob Description

The Billing Clerk and Receptionist are responsible for creating invoices and credit memos, updating files, sending invoices with billing packets to customers, and uploading to a shared folder with the AR team. They are also responsible for greeting visitors and delivering exceptional customer service assistance. They answer calls, address questions and needs while providing a welcoming environment, and transfer them when needed.

Billing:

  • CW1 Data entry.
  • Keep contact information files updated for all customers.
  • Create templates in CW1 per customer.
  • Generate Open files report and request the status of cost sheets to CSA’s based on shipments ETA.
  • Follow up on CSAs to submit billing cost sheet.
  • Review received cost sheets and address any discrepancies with the CSA.
  • Create a billing pack for new customers.
  • Create and send invoices with a billing pack to customers or upload invoices with all back to share a folder with AR for customers with payment centers.
  • Generate credit memos if needed.
  • Assist with following up on outstanding payments and re-submit billing as needed and requested by AR.
  • Resolve discrepancies.
  • Offer POD uploading support when instructed by supervisors.
  • Assist with related clerical activities when needed.

Receptionist:

  • Answer and screen phone calls to:
    • Identify caller needs.
    • Respond to customer and vendor inquiries.
    • Transfer calls to the corresponding employee or department when necessary.
    • Take accurate messages for call recipients.
  • Receive visitors:
    • Register their entrance and exit
    • Assign badges accordingly.
    • Ensure visitor and internal log accuracy.
  • Ensure cleanliness and organization of the reception.
  • Assist in administrative matters such as generating calls, preparing mailing labels, coordinating mail pickup, and identifying office supply needs, among others.
  • Coordinate courier pickup and delivery.
  • Gather and distribute postal mail.
  • Assist with additional responsibilities as needed.
Required Skills/Abilities:
  • Proficient using Microsoft Office, primarily Excel.
  • Excellent computational and quantitative skills.
  • Excellent written and verbal communication skills in English (required).
  • Excellent management and organizational skills.
  • Strong problem-solving skills.
  • Excellent attention to detail.
  • Multi-tasking abilities.
  • Ability to work under pressure.
  • Excellent organizational and time management skills.
  • Able to collaborate in a team-oriented environment.

Education and Experience:

  • At least one year of direct customer service experience.
  • At least one year of billing experience.
  • A college degree is preferred.

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