Billing Coordinator

BILLING COORDINATOR

SUMMARY: The Start-up and Billing Coordinator functions as the primary person responsible for creating start-up calls, monitoring warranty claims and filing claims in the Trane systems. Serves as the primary interface between new equipment sales, contractors/customers and the service department. Compiles data and prepares invoices and bills by performing the following duties.

WORKPLACE TYPE: In person

Essential Duties and Responsibilities

• Responsible for creating start-up service calls including creation of locations, loading of equipment, updating warranty dates within our Enterprise Resource Planning System (ERP)
  
• Responsible for working with the service coordinator to create and track warranty service calls
  
• Responsible for closing all start-up and warranty service calls
  
• Responsible for filing claims in Trane systems
  
• Responsible for tracking all purchase orders, labor hours and other costs associated with start-up and warranty service calls
  
• When issues arise, this role will be responsible for researching all purchase orders, material returns, material credits, labor hours and other costs.
  
• This role will interact with resource coordinators, purchasing, field service engineers, service sales engineers or assistants and new equipment sales engineers or assistants and review questions and/or problems as required.
  
• Verify billing information, PO number and call description. Update/enter/correct resolution as needed. Check hours and rate type.
  
• Ensure all information is correct before invoicing and filing claims
  
• Informs appropriate individuals of status and disposition of customer claims. For concession claims, work with the factory and Concession Functional Leader for approval.
  
• Review and submit recommended hours for equipment start-up. Send proposal to requestor.
  
• Monitor Trane Hub and Falcon system for updates on any warranty or start-up procedures.

Skills & Qualifications

• Bachelors degree (BA) from four-year college; or five years related experience and/or training; or equivalent combination of education and experience.
  
• Must have good communication and interpersonal skills.
  
• Excellent organizational skills, time management, and attention to detail.

Physical Demands

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 occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds.. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and ability to adjust focus.

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 moderate.

We offer a competitive salary in the range of $71,000 – $87,000, based on experience and location. We are committed to equal opportunity in employment. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, disability, veteran status, pregnancy, or any other legally protected status.

We work with a limited number of approved external recruiting partners on select positions only. If you are not under contract with Pacific Coast Trane, please do not contact us regarding this posting.