Position Overview: We are seeking a detail-oriented and customer-focused individual to join our team as a Customer Liaison. In this role, you will be responsible for managing communication between our company, customers, and insurance carriers to ensure a smooth and timely invoicing and payment process for water mitigation services. Invoices are billed with Xactimate a software used in the insurance industry.
Key Responsibilities:
- Invoice Preparation: Learn and master the process of preparing invoices for water mitigation jobs using Xactimate, ensuring accuracy and compliance with company and industry standards.
- Customer Communication: Serve as the primary point of contact for customers regarding billing inquiries, payment status, and any other related concerns. Provide timely and courteous responses to customer inquiries via phone, email, or in-person communication.
- Carrier Coordination: Collaborate with insurance carriers to verify coverage, process claims, and facilitate payment for completed services. Ensure all necessary documentation is provided to expedite the payment process.
- Issue Resolution: Address any discrepancies or disputes related to invoices or payments promptly and professionally, working closely with both customers and carriers to reach a satisfactory resolution.
- Record Keeping: Maintain accurate records of invoices, payments, and communication interactions in our database or CRM system. Generate reports as needed to track billing and payment activities.
Requirements:
- Excellent communication and interpersonal skills, with a customer-centric approach.
- Strong attention to detail and ability to maintain accuracy in a fast-paced environment.
- Proficiency in basic computer skills, including MS Office applications and database management.
- Ability to learn quickly and adapt to changing priorities and processes.
- Previous experience in customer service, billing, or insurance invoicing and a understanding of Xactimate preferred.
Job Type: Full-time
Pay: $65,000.00 - $70,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience level:
Shift:
Weekly day range:
Work setting:
Ability to Commute:
- Royse City, TX 75189 (Required)
Ability to Relocate:
- Royse City, TX 75189: Relocate before starting work (Required)
Work Location: In person