Customer Service

Customer Service Specialist  Position Overview

A growing national service company is seeking a detail-oriented and customer-focused Customer Service Specialist – Billing to join its team.

This position combines customer service, billing, payment processing, and financial coordination. The specialist will communicate directly with customers and service providers to answer billing questions, process payments and reimbursements, resolve payment issues, and ensure transactions are handled accurately and efficiently.

The ideal candidate is a strong communicator who is comfortable discussing billing and financial matters, solving problems independently, and maintaining accuracy in a fast-paced environment.

Key Responsibilities Customer Service & Billing Support

• Serve as a primary point of contact for customers and service providers regarding billing, payments, reimbursements, and other financial matters.
• Respond professionally to customer and vendor inquiries by phone, email, and internal communication platforms.
• Answer billing questions and explain payment information clearly and professionally.
• Conduct outbound calls and follow-up communications regarding invoices, outstanding payments, and transaction status.
• Provide timely updates and maintain a high level of customer service throughout each interaction.

Payments & Reimbursements

• Process customer payments, refunds, reimbursements, and service-provider payments.
• Manage failed, declined, or outstanding payments.
• Work with customers to establish appropriate payment arrangements when necessary.
• Coordinate payments for authorized services.
• Verify required information and documentation before processing transactions.
• Assist with refunds, payment-plan changes, collections, and other routine billing requests.
• Ensure all payments and financial transactions are processed accurately.

Vendor & Service Provider Coordination

• Communicate with service providers regarding invoices and payments.
• Confirm completion of authorized services when necessary.
• Verify invoice details and supporting information.
• Research and resolve payment discrepancies.
• Follow up with service providers regarding outstanding documentation or payment issues.

Documentation & Issue Resolution

• Maintain accurate records of billing activity, payments, customer interactions, and vendor transactions.
• Document transactions and communications within internal systems.
• Resolve routine billing and payment issues independently.
• Escalate complex or unusual financial matters to the appropriate department.
• Follow established billing procedures, company policies, and compliance requirements.
• Meet established service and performance metrics while maintaining accuracy and professionalism.

Qualifications

• Previous experience in billing, Accounts Receivable, Accounts Payable, customer service, or a related position preferred.
• Experience processing payments or handling financial transactions is a plus.
• Strong customer service and interpersonal skills.
• Professional and confident phone presence.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Comfortable discussing billing and payment matters with customers and vendors.
• Strong problem-solving and decision-making abilities.
• Ability to manage multiple responsibilities and changing priorities.
• Comfortable working independently and recognizing when an issue requires escalation.
• Comfortable using electronic payment systems, email, phone systems, and other business technology.
• Dependable, organized, and able to meet deadlines.
• Ability to maintain professionalism in a fast-paced environment.