Submitting eligible claims on various vendor portals & adhering to vendor rules, timelines & requirements
Issuing customer credit memos in Trilogie
Issuing debits as needed
Achieve the required submission goal daily/monthly
Researching/resolving any claim related issues
Daily communication with internal branch associates, external customers, and vendors
Detailed tracking of approved and denied claims
Assisting branches/customers with part returns
Reconciliation of vendor payments, customer credits, discrepancies
Participate in group Teams calls periodically
Participate in Bi-Annual audit reconciliations
Assist on special projects
Work overtime as needed during peak season

Ability to perform repetitive tasks with a high degree of accuracy
Solid computer skills including MS Office
Must be able to handle multiple vendor lines and their requirements and follow SOP’s
Comfortable dealing with internal associates, external customers, and vendors
Must be able to work independently

HVAC Warranty Claims Coordinator

Key skills