Customer Account Representative

Job Purpose

Handles customer billing accounts, ensuring timely and accurate invoicing, processing payments, and resolving discrepancies. Contributes knowledge across team, department and organization and involved in improvement processes.

Core Responsibilities

Note: This is not an all-inclusive listing

- Data Maintenance: Uses data management systems to access specific information as and when required. Performs basic data reporting tasks to support others by using established procedures.

- Account Maintenance: Maintains accurate billing records and accounts for assigned customers or accounts. Manages and updates customer contact and billing information in the company’s accounting system.

- Billing Processes: Manages and updates customer contact and billing information in the company’s accounting system, creates final bills. Prepares accounts for billing and mailing. Completes various tasks associated with billing processes including summary billing, non-utility billing and specialty adjustments.

- Cash Processing: Handles cash processing tasks including counting and keying daily cash totals, monitoring daily reports and posting customer payments.

Behavioral Competencies

Note: These competencies are in addition to MGE’s core competencies reflected in the Mission, Vision, and Behaviors.

- Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals. For example, outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.

- Tech Savvy: Anticipates and adopts innovations in business-building digital and technology applications. For example, successfully leverages the latest technologies to increase performance. Quickly embraces and masters new technological advances adopted by the organization. May help others learn the terminology.

- Optimizes Work Processes: Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, pursues, explores, and develops ways to ensure own work is as effective as possible within all relevant processes. Shares an analysis of process problems with stakeholders; discusses how to resolve the issue.

- Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, pays attention to others' insights, advice, or instruction, grasping the main elements. Promptly shares relevant information with the right amount of detail.

Skills

- Strong attention to detail with ability to review and verify complex billing information.

- Strong verbal and written communication skills for interacting with internal teams.

- Ability to resolve billing discrepancies and issues efficiently.

- Strong ability to prioritize tasks and manage time effectively.

- Familiarity with Company software.

Physical Requirements

Ability to meet physical requirements of role as identified by the Company’s ergonomic solution assessment.

Education

High School or General Education/Equivalency Diploma/GED certificate.

Experience

Prior experience in billing, accounting, or customer service; prior experience with billing software or accounting systems is a plus.