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Billing Clerk
2 weeks ago
POSITION OVERVIEW
Compiles information from field staff, supervisor, and other departments to compute fees and charges. Prepares invoices for billing purposes utilizing one or more billing databases. Calculates costs and rates for goods installed, services, and warranty work; post data; and keep other relevant records utilizing billing database and/or spreadsheets. Maintains a positive, upbeat role, promotes and exemplifies JHC values and represents company objectives and interests. Develops and promotes teamwork and cooperation among co-workers.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Gathers documents and researches information on enrollments, work orders, and warranties using databases, files, the internet, spreadsheets, or other sources. Performs routine data entry activities.
Verifies accuracy of billing data and revises any errors. Prepares itemized statements, bills, or invoices and records amounts due for items purchased or services rendered.
Reviews documents such as purchase orders, rate sheets, and work orders to compute fees/charges due.
Conducts data entry and maintains records. Resolves data entry and invoicing discrepancies.
Contacts customers and/or clients to obtain or relay account information concerning costs of goods and/or services.
Computes terms, discounts, shipment charges, or rates for goods or services to complete billing documents. Maintains and files invoices and supporting documents.
May assist in creation and maintenance of records, logs, documents, files, or databases for use in monitoring, tracking and trending financials.
Work is generally reviewed and approved.
Job duties can change at the discretion of JHC.
Data Entry
Enters information, such as model, serial number, and other pertinent data from installation, service, and warranty work into various customer databases
Enters, tracks, and maintains appliance recycling logs
Evaluates and enters duct testing and sealing results
Scans and uploads forms into applicable folders and databases
Billing
Calculates, creates, and reviews invoices for all installation, service, and warranty work
Creates and reviews invoices for enrollment and assessment
Filing
Tracks, maintains, and files customer forms, invoices, and recycling logs
Maintains and files duct testing and sealing information
Customer Service
Contacts customers or clients to resolve open issues
Researches information to resolve issues
Maintains records in various customer tracking systems of customer interactions
Ensures customer/client problems are resolved
Collaborates with Supervisor to resolve complex issues/complaints
Responds to client and customer emails
Tracking and Reporting
Tracks, maintains, and updates records to generate reports such as status of invoicing by discipline type, exclusions, and service level reports
Creates and maintains duct testing and sealing log/report
Tracks and reports processing exceptions report
Provides forecasts
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High School or equivalent combination of education, training, and experience
Typically possesses from one to three years or more of experience in an analytical position or three to five years of experience in high-level administrative support position.
Knowledge, Skills and Abilities
Broad knowledge of department policies, practices, and procedures.
Broad knowledge of personal computer software, on-line applications, office equipment, and filing systems.
Ability to take initiative and accountability for quality work
Excellent customer service skills and demonstrates a proactive work ethic
Ability to work with minimal supervision
Demonstrates an ability to display patience, empathy, and strong listening skills while ensuring customer needs are fulfilled in a timely and satisfactory fashion
Demonstrates the ability to interact with the public and co-workers in a friendly, team player, and customer-focused manner
Strong oral and written communication skills
Required Technical / Other Skills / Licenses
Excellent interpersonal, verbal and written communication skills. Ability to establish rapport, build relationships and loyalty with external and internal customers, and remain tactful when communicating negative information
Ability to read, analyze and interpret general business correspondence, company policies and procedures, warranty documents. Must be able to interpret policy/warranty information from various utility manuals (Installation Standards, Statewide P&P, and Contractor's Manuals)
Keyboarding abilities required; must be able to navigate through multiple computer applications with speed and accuracy
Possess basic math skills
Incumbent must possess the ability to learn and understand new software and other technology applications as introduced by JHC
Must have a professional telephone manner
Preferences
Industry experience preferred.
Job Type: Full-time
Pay: $ $22.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Ability to Commute:
- Banning, CA Required)
Ability to Relocate:
- Banning, CA 92220: Relocate before starting work (Required)
Work Location: In person