What are the responsibilities and job description for the Billing Agent position at CoolSys?
With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets.
WHY JOIN US: We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include:
- Competitive pay ($19-$21)
- Medical, Dental, Vision and Prescription coverage
- Paid vacation and holidays
- 401(K) match
- Life insurance, AD&D and long-term disability
- Tuition reimbursement
- Opportunities available nationwide
- Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more
- Pet Insurance
- Legal Plan, and ID Theft Protection
JOB SUMMARY: This position is responsible for generating accurate invoices and presenting to customers in a timely, efficient manner. Solve problems effectively through research and communications with various departments within the organization. Provide clerical support by filing, running reports, maintaining proper documentation and file maintenance.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Reviews service work orders in Dynamics and Billing Admin Review Tool for completeness and accuracy to produce invoices in accordance with customer contracts and requirements.
- Researches discrepancies and communicates with managers to acquire proper documentation to complete billing process.
- Manually enters cost/billing adjustments when data is missing, incorrect, or changes are requested by approving Service Manager.
- Communicates daily with Service Managers, Technicians and Customer Account Specialists for clarification of parts, hours, rates, special forms, etc.
- Reviews preliminary invoice batches for accuracy, verify against edit lists, and post daily in Dynamics.
- Processes credit and credit/rebills as requested.
- Prints and submits final invoices to customer per the preferred method of delivery (mail, email, online entry).
- Serves as biller for other areas during absences.
- Submits quote, NTE increases, and status updates into 3rd party online systems.
- Pulls historical invoice data for managers or customers.
- Perform other duties as assigned.
ESSENTIAL KNOWLEDGE, SKILLS, ABILITIES, AND COMPETENCIES:
- 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 in order to provide accurate instructions to others in accordance with the established practices.
- Ability to organize and prioritize your own work schedule and the work schedules of others on 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.
- Some travel to other branch locations.
COMPUTER SOFTWARE KNOWLEDGE:
- Solid working knowledge of use of the Microsoft suite of applications (Word, Excel, etc.).
- Knowledge of use of SamPro or equivalent accounting software preferred.
EDUCATION, EXPERIENCE AND/OR LICENSES:
- High school diploma or equivalent. Bachelor’s degree preferred.
- 1 – 2 years of billing experience
Today, 22 different companies make up the CoolSys family of brands. Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth!
Salary : $19 - $21
