Billing Specialist
4 days ago
Overview:
CoolSys is a leading indoor environment solutions company with over 150 years of experience. We offer a comprehensive range of services, including HVAC and refrigeration installations, remodels, service and maintenance, and energy solutions. Our team serves customers across various industries, including retail, commercial, food service, educational, healthcare, and industrial.
Responsibilities:
- Review service work orders for completeness and accuracy to produce invoices in accordance with customer contracts and requirements.
- Research discrepancies and communicate with managers to acquire proper documentation to complete the billing process.
- Enter cost/billing adjustments when data is missing, incorrect, or changes are requested by the approving Service Manager.
- Communicate daily with Service Managers, Technicians, and Customer Account Specialists for clarification of parts, hours, rates, special forms, etc.
- Review preliminary invoice batches for accuracy, verify against edit lists, and post daily in GP3.
- Process credit and credit/rebills as requested.
- Print and submit final invoices to customers per the preferred method of delivery (mail, email, online entry).
- Serve as a biller for other areas during absences.
- Submit quotes, NTE increases, and status updates into third-party online systems.
- Pull historical invoice data for managers or customers.
Qualifications:
- Excellent organization and communication skills.
- Ability to multi-task effectively.
- Ability to interact with all levels of management in various departments.
- Solid knowledge of billing, payroll, and payable procedures to provide accurate instructions to others in accordance with established practices.
- Ability to organize and prioritize your own work schedule and the work schedules of others on a short-term basis.
- Ability to add, subtract, multiply, divide, and to record, balance, and check results for accuracy.
- Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, clearly, and quickly.
Computer Software Knowledge:
- Solid working knowledge of the Microsoft suite of applications (Word, Excel, etc.).
- Knowledge of use of GP3 preferred.
Education, Experience, and/or Licenses:
- High school diploma or equivalent. Bachelor's degree preferred.
- 1 – 2 years of billing experience.
Equal Employment Opportunity:
CoolSys is an EEO/AA Employer. We invite qualified individuals from diverse backgrounds to apply. Pre-employment background screening and drug testing are required for all positions. We consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance.
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