Job Details

Billing Specialist

  2025-06-19     The Arcticom Group     San Luis Obispo,CA  
Description:

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:

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

Qualifications:

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

Benefits:

  1. 401(k)
  2. 401(k) matching
  3. Dental insurance
  4. Disability insurance
  5. Employee assistance program
  6. Flexible schedule
  7. Health insurance
  8. Life insurance
  9. Paid time off
  10. Vision insurance

Schedule: Monday to Friday

Work Location: In person

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