Billing Specialist Job at Insight Global, Pleasanton, CA

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  • Insight Global
  • Pleasanton, CA

Job Description

Job Description:

We are seeking a detail-oriented and organized Billing Coordinator to join our team. The ideal candidate will be responsible for daily billing activities and will work closely with five project managers to ensure accurate and timely processing of invoices. This role requires strong communication skills and the ability to manage multiple tasks efficiently.

Day to Day:

  • Responsible for the timely preparation of accurate costing and billing of service work for service technicians and project managers
  • Processing credits and rebills for various reasons including previous billing errors
  • Experience billing clients via email and client portals and processing on-line billings invoices
  • Data entry and any other duties and responsibilities as assigned by the Service Business Processes Manager, or Billing and Dispatch Supervisor
  • Processing daily invoices (15-20) a day

Desired Skill Set:

  • Must be comfortable with commuting to San Leandro for an on-site role
  • 2+ years of experience of direct billing and invoicing
  • Experience with daily billing
  • Strong Excel experience creating Look-Ups and Pivot Tables
  • Experience billing within a Construction, HVAC, or Plumbing industry is highly preferred or Medical Billing
  • Experience working directly with field techs, project managers or sales teams to review and confirm billing information if from a manufacturing or construction background
  • Experience creating and reviewing PO's and Invoices
  • Experience with any accounting software ex: Great plains, SAP, Oracle, JD Edwards
  • Ability to work in a fast-paced environment

Compensation :

$27.00/hr to $30.00/hr. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

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