Job Summary

The Call Flow Specialist 1 is responsible for enhancing the efficiency of business processes by managing and submitting invoices for billing.

Essential Functions

• Scrub calls for billing purposes.

• Create and submit AFQs.

• Submit invoices to customers through TPS, mail, and other applicable channels.

• Review calls from prior days to ensure completion.

• Close calls in TPS.

• Manage TPS invoice rejections and approvals.

• Gather missing documentation from field personnel as needed for billing purposes.

• Submit invoices to Account Managers for review, as specified in the Customer Standard Operating Procedures (SOP).

Other Functions

• Perform other related duties as assigned to ensure the efficient and effective functioning of the work unit.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• One or more years of experience as a quoter or expeditor in the HVAC/R industry is a plus.

• Good computer proficiency.

• High school diploma or General Education Degree (GED).

• HVAC/R industry knowledge or experience is preferred.

• Strong organizational and communication skills.

• Good customer service and phone skills, with the flexibility to handle a wide range of activities.

• Experience in data entry for the accurate processing of invoices and payment runs.

• Self-motivated and able to work well with others.

• Demonstrates effective time management skills.

• Flexibility and willingness to take on additional responsibilities.

• Willingness to learn and grow with the company.

• Ability to work independently, multitask, and prioritize tasks while meeting strict deadlines.

• Self-motivated and able to work well with others.