Billing Specialist

A&J Refrigeration

Billing Specialist

San Luis Obispo, CA
Full Time
Paid
  • Responsibilities

    We are seeking an experienced Billing Specialist to join our growing team at A&J Refrigeration. The ideal candidate can multi-task in a fast-paced environment, with incredible and accurate attention to detail. This position requires excellent customer service and communication skills.

    Essential Duties and Responsibilities:

    • Organizes billable data received from Account Managers in order to generate customer invoices.
    • Submits invoices/billings to customers via various methods requested (i.e., direct billing, or submitting the details via the specific customer portal).
    • Partners internally to follow up on outstanding invoices to ensure they are being paid timely, reviewing and correcting disputes as needed.
    • Generates professional quotes and helps to distribute to the customer portal.
    • Answer phones as back-up to the Dispatch role and create service calls as needed.
    • Follow manufacturer’s processes regarding billable work orders that fall under Warranty.
    • Completes additional customer required forms as needed.
    • Requests customer increases and monitor billable contract amounts.
    • Assists with collections activities, contacts customers and performs account and payment reconciliations.
    • Assists with the preparation of financial reports and statements.
    • Provides accounting assistance to all departments during the budgeting process.
    • Supports company leadership, field personnel and other staff with general administrative duties, as needed.
    • Assists with Dispatching and Receptionist duties, as needed.
    • Provides functional backup for other departments, as needed.
    • Works closely with Billing team and managers to align personal and company goals.
    • May include other duties, as assigned.
    • Demonstrate in-depth knowledge of customer service contracts/agreements for the purpose of determining billable & contract service work

    Qualifications:

    • Minimum of 3+ years of related work experience.
    • Recent experience with Great Plains preferred, but not required
    • Knowledge of Refrigeration Industry preferred, but not required
    • Preferred Microsoft Dynamics GP experience & MS office suite

    Why A&J? We offer a fun environment, competitive pay, paid time off, a full suite of medical/dental/vision/life insurance benefits for full time employees, as well as a generous 401(k) matching program. We work hard, and play hard, too!

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Disability insurance
    • Employee assistance program
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule: Monday to Friday

    Work Location: In person