Position Description: This position description provides the minimum job requirements as additional duties may be assigned by supervisors. The requirements listed are the minimum levels of knowledge, skills and/or abilities to qualify for the position. This job description is not a contract and does not change the employment "at will" relationship. FTD reserves its right to amend the job description at any time at its discretion.
Purpose of Position: The Billing Specialist is responsible for managing the process for monthly fee increases and maintaining and testing promotions given to members regarding their fees. This individual maintains the month end billing and statement schedule and monitors month end closing, including promotions. This individual also serves as the back-up to the department manager when she is out of the office.
Essential Duties and Responsibilities:
· Coordinate with business owners on fee increase notifications to be included on member statements.
o Pull members who will be notified of a fee increase based on the requirements discussed with the business owner and enter agreed-upon verbiage into JDE.
o Change the recurring sales orders to increase when the fee is to happen.
o Upload the file each month for the increase to our vendor Sebis.
o Maintain the Master fee increase spreadsheet which shows the various fee increases when members are notified, when the increases will happen and when the fee has been completed.
· Request new items to be set-up as needed for new services.
· Set up and monitor member promotions. End promotions not being used anymore.
· Process territory re-alignments for our sales reps' territories as appropriate.
· Maintain our showcase queries in order to pull appropriate data for ourselves or user requests.
· Monthly billing:
o Manage the month end billing and statement schedule. Send out monthly to users.
o Monitor Florist segment month-end billing. Making sure all billing runs, correct any errors. Work with IT department if needed.
o Enter in billing information for any phone orders received (roofs).
o Process rebate special deals each month. Manage the rebate master. Credit rebates back to members with proper approvals.
o Process Month End pre-edit reports. Review for possible set-up errors and correct any errors, as needed.
o Process Post Edit Requests and reports. Send to the appropriate users.
o Edit the monthly Promotion reports --look for any discrepancies and correct any errors.