Billing Representative

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

· Contacts preparers of source documents to resolve questions, inconsistencies or missing data

· Compares data entered with source documents to detect errors

· Identify and notify route salesperson of out of compliance paperwork

· Adjusts invoices as discrepancies are identified

· Verifies daily totals, verification codes and completes final settlement

· Provides customer service to Wholesalers and Independent Operators

· Explains and understands the Wholesaler Settlement Summaries (WSS reports)

· Responds to inquiries from wholesalers & distributors regarding billing statements

· Generate and create weekly customer billing in multiple formats

· Prepares deposits from company route salesmen for Accounts Receivable to process

· Identifies and resolves problems and/or inconsistencies to determining the correct action

· Trains others on billing processes

· Assists with written billing processes notes

· Analyzes each performed task to ensure it is accurate

· Works well with team members to create a positive work environment

· Assists other finance departments when needed

Supervisory Responsibilities:

This job has no supervisory responsibilities.

Competency:

To perform the job successfully, an individual should demonstrate the following competencies:

Drive for Results - Meets or exceeds expectations; Pushes self for results.

Customer Focus - Meets the expectations and requirements of internal and external customers; Acts with customers in mind; Establishes and maintains effective relationships with customers and gains their trust and respect.

Workflow Accountability - Figures out the processes necessary to get things done; Knows how to organize activities; Separates and combines tasks into efficient workflow; Seeks work to demonstrate initiative.

Quality Focused - Makes quality considerations a priority; Follows and encourages quality control processes; Looks for ways to continuously improve quality.

Oral Communication - Articulates messages clearly and succinctly; Sequences ideas and complete thoughts in a logical flow; Incorporates effective tone of voice to complement the message; Communicates with impact.

Listening - Practices attentive and active listening; hears people out with patience; does not interrupt; Restates accurately the opinions of others even when he/she disagrees.

Interpersonal Savvy - Relates well to all people, internally and externally; Builds appropriate rapport; Builds constructive and effective relationships; Uses diplomacy and tact; Diffuses high-tension situations comfortably

Written Communication - Writes clearly and succinctly in a variety of communication settings and styles; Delivers written

Problem Solving - Analyzes problems for possible causes; Seeks sources for answers; Sees hidden problems; Looks beyond the obvious and doesn’t stop at the first answers; Uses logic to solve problems with effective solutions.

Decision Making - Makes decisions in a timely manner; Seeks guidance when faced with incomplete information and under tight deadlines and pressure.

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 Diploma or GED;

· One to three months related experience and/or training; or

· Equivalent combination of education and experience.

Language Skills:

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills:

· Knowledge of accounting software and Microsoft Excel Spreadsheet software.

· Ability to learn MarkView imaging system.

Other Knowledge, Skills and Abilities:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and risk of electrical shock. When performing these duties, the noise level in the work environment is usually moderate.