Summary
Overview
Work History
Skills
Knowledge Skills
Certification
Timeline
Generic

Jessie Vincelet

Decatur,TX

Summary

I am a dedicated and professional billing representative looking to pursue my career in accounting by providing company revenue accuracy and client satisfaction using my knowledge and experience.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Billing Coordinator

Energy Worldnet Inc
Decatur, TX
10.2022 - 04.2024
  • Invoice all added users, renewals, and new clients as reflected on proposals
  • Maintain instructor led training payments and registrations
  • Sent client monthly statements and answer all emails in relation
  • Review contracts and work with accounts managers to fulfill all billing terms agreed upon are honored and invoiced.
  • Be knowledgeable and invoice through several third-party platforms upon the request of clients.
  • Create / Validate all electric transfer authorization forms
  • Request and review COIs from executive leadership
  • Research and recommend continual improvements, adaptations, and revisions for the accounting system and procedures.
  • Work with CFO to review weekly aging reports and perform collections as needed
  • Maintain bankruptcy notices and follow documentation procedures
  • Retrieve and investigate reports for accuracy during long term auditing
  • Analyzed customer accounts to identify discrepancies and resolve billing issues.
  • Researched customer account information to respond to inquiries and resolve disputes.

Customer Service Representative

Energy Worldnet Inc
Decatur, TX
10.2021 - 10.2022
  • Provide daily phone and email support for new and existing clients
  • Document all client engagement and all required data management systems including Salesforce.
  • Perform troubleshooting for client technical issues
  • Answer platform questions and communicate wall all appropriate departments
  • Refer sales opportunities to business developers and account executives

APPOINTMENT COORDINATOR

AMERICAN STANDARD
03.2019 - 10.2021
  • Communicating the needs between the sales representative and the client
  • Prioritize and qualify clients for the sales representatives based on the needs of the client
  • Manage and document customer complaints
  • Manage multiple clients' accounts activity through Lead Perfection
  • Responded promptly to any changes or cancellations of existing appointments.

CUSTOMER SERVICE REPRESENTATIVE

TWISTED X, INC
08.2018 - 11.2019
  • Answering high volume of phone calls
  • Importing and organizing large amounts of data related to client orders
  • Assisting outside sales representatives with customer communication
  • Processing product defects and preparing return shipping processes
  • Maintain new product knowledge and features to share with customers
  • Main communication source for over 50 retail locations that carried our product throughout the United States
  • Relay information to executives and department leaders
  • Wrote up proposals and sent out invoices to clients

Skills

  • Client engagement and relationship development
  • Active listening
  • Judgement and decision making
  • Process development and distribution
  • Team collaboration and project management
  • Interest calculations
  • Time management and Deadline-oriented
  • Accuracy and Precision
  • Dispute Resolution
  • Audit Support
  • Research
  • Recordkeeping
  • Payment Posting
  • Document analysis
  • Contract Preparation
  • Collections

Knowledge Skills

  • Proficiency in the use and function of Microsoft Word, Excel, Outlook, and Teams
  • Knowledgeable in Lead Perfection and Salesforce
  • Assisting company with advertising and marking to increase sales
  • Proficient in the development of client proposals and invoices
  • Schedule coordinating
  • Assisting customers via phone and/or email with product and payment questions
  • Reconciliation of revenue
  • Revenue auditing requires and reporting

Certification

  • ITPA Certified - PCI Awareness for point of sale employees

Timeline

Billing Coordinator

Energy Worldnet Inc
10.2022 - 04.2024

Customer Service Representative

Energy Worldnet Inc
10.2021 - 10.2022

APPOINTMENT COORDINATOR

AMERICAN STANDARD
03.2019 - 10.2021

CUSTOMER SERVICE REPRESENTATIVE

TWISTED X, INC
08.2018 - 11.2019

Similar Profiles

CREATE PROFILE
Jessie Vincelet