Billing assistants are responsible for coordinating billing activities and filling out paperwork for their organizations, as well as posting bills, verifying check authorizations, and identifying unpaid balances and closing accounts once paid. Their office functions also include photocopying documents, ordering supplies, receiving mail, and providing managers with up-to-date information regarding billing statuses.
These assistants work in an office setting on a regular weekday schedule and use a personal computer to write reports, correct documents, and respond to emails. They are responsible for preparing bills for clients and verifying that all information is correct, and they also help process claims, payments, and refunds as needed. They should work well in a team environment with other billing assistants, and multitasking skills are also important in order to handle a variety of projects at once. They should confirm cash payments and expedite receipts, update accounting software to reflect payments, and also respond to inquiries and send official letters to validate debts.
Strong customer service skills are important in order to increase clients' satisfaction, and they also generate invoices and apply discounts and promotions if the client meets requirements. They must follow strict privacy regulations to protect customer data and report their progress to the billing supervisor in their department. They should also be proficient with office software and spreadsheet applications to run calculations and estimates, participate in the collection process, and reconcile revenue sourcing.
A bachelor's degree in accounting, finance, or a related field is generally required for this position, and prior experience in a billing capacity is highly beneficial.
Billing Assistant Tasks
Gather, process, and disburse information related to billing.
Create documentation relevant to billing activities.
Communicate with relevant parties regarding account and billing issues.