The Broker/Billing Specialist is responsible for broker accounts, including billing, collections, service orders, customer reports, and account changes, while maintaining broker portals and addressing customer inquiries. Flexibility, adaptability, and a willingness to learn are essential for supporting additional tasks as needed.
ESSENTIAL FUNCTIONS
Billing and Collections: Perform monthly broker billing, verify service orders, and generate customer invoices. Regularly review A/R reports and follow up on unpaid invoices.
Portal and Account Management: Manage broker portals, input data, and handle daily account changes (new setups, modifications, and cancellations).
Reporting and Research: Generate required customer reports and investigate discrepancies in service orders and invoices.
Customer and Team Communication: Maintain regular contact with customers and team members, assisting as needed.
Teamwork: Be willing to assist accounting team members and coworkers from other departments.
Technical and Skill Growth: Develop expertise in QuickBooks and be open to learning new software and improving technical skills.
Additional Responsibilities: Address issues, process refunds and credits, support the accounting team, report issues to management. Perform all other functions and/or tasks as assigned by management.
WORKING CONDITIONS
Regular use of computers, 10-key, multifunctional devices and other standard office equipment.
Physical exertion may be required when handling objects weighing 10 – 25 lbs.
Work environment includes air-conditioned offices.
WORK HOURS
Start time is 6:00 AM, with regular with workweek of Monday – Friday, 8 hours daily, including overtime and weekends as required. Start times and work hours will vary based on department needs.
Note: Start time represents a general guideline and hours worked will vary based on department needs.
PHYSICAL DEMANDS
Requires frequent sitting, standing, and walking. May require working under minimal supervision.
Requires maintaining a reliable work schedule.
MINIMUM QUALIFICATION REQUIREMENTS
Skills/Knowledge:
Ability to read, write, and communicate effectively in English.
Excellent verbal and written communication.
Physical capability to lift and transport up to 50 lbs.
Proficiency in QuickBooks, Microsoft Office (Word, Excel, Outlook) and Adobe.
Proficient in the use of a 10-key by touch.
High level of accuracy and attention to detail.
Strong coaching, mentoring, and team-building skills.
Education/Experience:
College degree in accounting or business strongly preferred, but not required.
1-3 years of cumulative experience in accounts receivable and billing.
