Billing Clerk and Receptionist
CBX Global
Jacksonville, FL
Expired: over a month ago
Applications are no longer accepted.
- Full-Time
Job Description
The Billing Clerk and Receptionist are responsible for creating invoices and credit memos, updating files, sending invoices with billing packets to customers, and uploading to a shared folder with the AR team. They are also responsible for greeting visitors and delivering exceptional customer service assistance. They answer calls, address questions and needs while providing a welcoming environment, and transfer them when needed.
Billing:
- CW1 Data entry.
- Keep contact information files updated for all customers.
- Create templates in CW1 per customer.
- Generate Open files report and request the status of cost sheets to CSA’s based on shipments ETA.
- Follow up on CSAs to submit billing cost sheet.
- Review received cost sheets and address any discrepancies with the CSA.
- Create a billing pack for new customers.
- Create and send invoices with a billing pack to customers or upload invoices with all back to share a folder with AR for customers with payment centers.
- Generate credit memos if needed.
- Assist with following up on outstanding payments and re-submit billing as needed and requested by AR.
- Resolve discrepancies.
- Offer POD uploading support when instructed by supervisors.
- Assist with related clerical activities when needed.
Receptionist:
- Answer and screen phone calls to:
- Identify caller needs.
- Respond to customer and vendor inquiries.
- Transfer calls to the corresponding employee or department when necessary.
- Take accurate messages for call recipients.
- Receive visitors:
- Register their entrance and exit
- Assign badges accordingly.
- Ensure visitor and internal log accuracy.
- Ensure cleanliness and organization of the reception.
- Assist in administrative matters such as generating calls, preparing mailing labels, coordinating mail pickup, and identifying office supply needs, among others.
- Coordinate courier pickup and delivery.
- Gather and distribute postal mail.
- Assist with additional responsibilities as needed.
- Proficient using Microsoft Office, primarily Excel.
- Excellent computational and quantitative skills.
- Excellent written and verbal communication skills in English (required).
- Excellent management and organizational skills.
- Strong problem-solving skills.
- Excellent attention to detail.
- Multi-tasking abilities.
- Ability to work under pressure.
- Excellent organizational and time management skills.
- Able to collaborate in a team-oriented environment.
Education and Experience:
- At least one year of direct customer service experience.
- At least one year of billing experience.
- A college degree is preferred.
Address
CBX Global
Jacksonville, FL
32226
USA
Industry
Finance and Insurance
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