What are the responsibilities and job description for the Billing Representative position at Hallandale Pharmacy?
Job Type
Full-time
Description
JOB SUMMARY
The Billing Department Representative is responsible for supporting clinics with billing-related inquiries, invoice questions, payment concerns, account balances, refunds, payment profiles, and general billing support. This role requires strong attention to detail, clear communication, and the ability to accurately document and resolve billing cases while following company policies and procedures.
Duties And Responsabilities
Clinic Support
Respond to billing inquiries through Salesforce cases, daily phone calls and other approved communication channels. Provide clear and professional explanations regarding invoices, payments, outstanding balances, charges, credits, refunds, and account status.
Invoice and Payment Support
Review invoices, payment history, open balances, and account activity to assist clinics with billing questions. Help identify discrepancies, payment issues, duplicate charges, missing payments, or account concerns and escalate when needed.
Salesforce and Documentation
Accurately document all billing communication, actions taken, and resolutions within Salesforce. Maintain clear case notes and ensure all follow-up items are completed in a timely manner.
Payment Profile Maintenance
Assist with updating and maintaining clinic payment profiles, including credit card forms, ACH/EFT information, and billing contact details when applicable. Ensure payment information is handled with confidentiality and in accordance with company guidelines.
Refunds, Credits, and Adjustments
Review refund, credit, and adjustment requests according to company policy. Gather supporting information, document the request properly, and escalate for approval when required.
Collections and Account Holds
Support the Billing team with follow-up on past-due balances, payment reminders, account holds, and payment plan communication. Provide accurate account information while maintaining professionalism and a customer-service approach.
Internal Collaboration
Work closely with Billing leadership, Account Managers, Customer Service, Onboarding, Pricing, and other departments to resolve billing-related concerns and prevent delays for clinics.
Requirements
SKILLS & ABILITIES
Strong written and verbal communication skills
Excellent attention to detail
Ability to research and resolve billing concerns
Strong organizational and time-management skills
Ability to handle high-volume cases and calls professionally
Comfortable working with invoices, payments, balances, and account records Ability to follow policies and escalate appropriately
Professional, patient, and solution-focused communication style
Ability to work independently and as part of a team
Experience using Salesforce, Life File, Google Sheets, Microsoft Office, or billing systems is strongly preferred.
Education & Experience
Associate's degree required, or a minimum of three (3) years of relevant Accounts Receivable experience in lieu of a degree.
Full-time
Description
JOB SUMMARY
The Billing Department Representative is responsible for supporting clinics with billing-related inquiries, invoice questions, payment concerns, account balances, refunds, payment profiles, and general billing support. This role requires strong attention to detail, clear communication, and the ability to accurately document and resolve billing cases while following company policies and procedures.
Duties And Responsabilities
Clinic Support
Respond to billing inquiries through Salesforce cases, daily phone calls and other approved communication channels. Provide clear and professional explanations regarding invoices, payments, outstanding balances, charges, credits, refunds, and account status.
Invoice and Payment Support
Review invoices, payment history, open balances, and account activity to assist clinics with billing questions. Help identify discrepancies, payment issues, duplicate charges, missing payments, or account concerns and escalate when needed.
Salesforce and Documentation
Accurately document all billing communication, actions taken, and resolutions within Salesforce. Maintain clear case notes and ensure all follow-up items are completed in a timely manner.
Payment Profile Maintenance
Assist with updating and maintaining clinic payment profiles, including credit card forms, ACH/EFT information, and billing contact details when applicable. Ensure payment information is handled with confidentiality and in accordance with company guidelines.
Refunds, Credits, and Adjustments
Review refund, credit, and adjustment requests according to company policy. Gather supporting information, document the request properly, and escalate for approval when required.
Collections and Account Holds
Support the Billing team with follow-up on past-due balances, payment reminders, account holds, and payment plan communication. Provide accurate account information while maintaining professionalism and a customer-service approach.
Internal Collaboration
Work closely with Billing leadership, Account Managers, Customer Service, Onboarding, Pricing, and other departments to resolve billing-related concerns and prevent delays for clinics.
Requirements
SKILLS & ABILITIES
Strong written and verbal communication skills
Excellent attention to detail
Ability to research and resolve billing concerns
Strong organizational and time-management skills
Ability to handle high-volume cases and calls professionally
Comfortable working with invoices, payments, balances, and account records Ability to follow policies and escalate appropriately
Professional, patient, and solution-focused communication style
Ability to work independently and as part of a team
Experience using Salesforce, Life File, Google Sheets, Microsoft Office, or billing systems is strongly preferred.
Education & Experience
Associate's degree required, or a minimum of three (3) years of relevant Accounts Receivable experience in lieu of a degree.