Billing Clerk

Job Title

Billing Clerk

Location

Headquarters

Department

Billing

Reports To

Senior Accountant

FLSA Status

Hourly Non-Exempt

EEO Classification

Administrative Support

Effective/Revision Date

12.07.2023

Job Summary

Under general supervision, the Billing Clerk is responsible for administrative duties, organizing, tracking, and applying payments to customer accounts. This role involves providing customer service with accounts, balance dues, collections. Reaching out to customers in regard to declined charges. Providing accurate commissions and times for technicians pay to be submitted to Payroll Department.

Essential Job Functions

• Works in conjunction with the Customer Service Team to ensure process compliance, job completion, and customer satisfaction through the billing process.
• Bills and closes all plumbing jobs with customers and Home Depot.
• Maintains accurate and up-to-date records of all customer jobs.
• Facilitates strict Delta Mechanical and Home Depot collections process to secure all uncollectible funds from THD.
• Serves as the control point for all customer refunds verifies proper authorization and processes verifies refunds in a timely manner to maintain customer satisfaction.
• Ability to work directly with customers while maintaining a positive experience for the customer.
• Work in partnership with the Payroll Department to prepare weekly payroll reports.
• Ensures correct piece rate commission amounts are paid per pay scale and employment agreement with the installer.
• Completes all required Company training/compliance courses as assigned.
• Adheres to Company standards and maintains compliance with all policies and procedures.
• Perform related duties as assigned, within your scope of practice.

Education

• High School diploma or equivalent required.

Experience

• Minimum of 1 years’ experience in Billing and Payroll field.
• This position does not include any supervisory responsibilities.

License & Certifications

• None

Skills & Abilities

This position requires the capability to understand and follow both oral and written directions. Must be able to communicate effectively with others, analyze and resolve problems, maintain effective working relationships, and interact successfully with internal and external customers.

Specific skills and abilities include, but are not limited to the following:

• Maintain Confidentiality
• Recognizes an emergency situation and takes appropriate action
• Excellent customer service skills
• Excellent verbal and written communication skills with high emphasis on attention to detail.
• Experience using multiple computer systems or programs (i.e., Microsoft Office, Phone Dialer)
• Ability to interpret and create spreadsheets
• Proficient in time management; the ability to organize and manage multiple priorities.
• Ability to take initiative and effectively adapt to changes.
• Able to establish and maintain cooperative working relationships.
• Able to use sound judgment; work independently, with minimal supervision.
• Strong analytical and problem-solving skills.
• Strong organizational skills
• Able to perform a variety of duties, often changing from one task to another of a different nature, with impending deadlines and/or established timeframes.
• Performs well with frequent interruptions and/or distractions.
• Ability to consistently demonstrate our core values by maintaining the highest standards of professionalism when interacting with team members, management, and customers.
• Basic math skills.

Travel Requirements

• No Travel Requirements

Physical Requirements

• Walking/Frequent: Moving on foot to accomplish tasks.
• Standing/Intermittent: Particularly for sustained periods of time.
• Reaching/Frequent: Extending hand(s) and arm(s) in any direction.
• Grasping/Frequent: Applying pressure to an object with the fingers and palm.
• Feeling/Constant: Perceiving attributes of objects, such as size, shape, temperature or texture by touching with the skin, particularly that of the fingertips.
• Talking/Constant: Expressing or exchanging ideas by means of spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
• Hearing/Constant: Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
• Hands to Fingers/Constant: Picking, pinching, typing, or otherwise working, primarily with fingers rather than the whole hand as in handling.
• Repetitive Motion/Constant: Substantial movements (motions) of the wrists, hands, and/or fingers.
• Close Vison/Constant: Clear vision at 20 inches or less. Required to perform an activity such as: preparing and analyzing data, transcribing, viewing a computer terminal, extensive reading or visual inspections.
• Distance Vison/Constant: Clear vision at 20 feet or more. Required to perform an activity where the seeing job is arm’s reach or beyond.
• Peripheral Vision/Constant: Ability to observe an area that can be seen up and down or to the left and right while eyes are fixed on a given point.
• Depth Perception/Constant: Ability to judge distances and spatial relationships (three-dimensional).
• Focus Ability/Constant: Ability to adjust the eye to bring an object into sharp focus.

Work Environment

• Sedentary Work: Exerting up to 10 pounds of occasionally and/or minor amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time.
• No exposure to adverse environmental conditions (typical office/administrative setting).

Disclaimer

This job description indicates, in general terms, the type and level of work performed as well as the typical responsibilities of team members in this classification. The duties described are not to be interpreted as being all-inclusive to any specific team member. Nothing in the job description changes the at will employment relationship existing between the Company and team members.

The Essential Job Functions, Physical Requirements, and Work Environment characteristics described are representative of those that must be met to successfully perform the essential functions of this job. Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified team members can perform the essential functions of the job.