Keywords

City

Within 5 miles 10 miles 25 miles 50 miles 100 miles 150 miles 500 miles

Category All Accounting, Banking & Finance Administrative & Clerical Advertising, Marketing & Public Relations Agriculture, Forestry & Fishing Airlines and Aviation Arts & Entertainment Automotive Biotechnology & Pharmaceuticals Building & Grounds Maintenance Business Management & Consulting Computer Hardware, Electronics & Telcom Computer Software, Internet & eCommerce Construction & Skilled Trades Customer Support & Client Care Defense & Aerospace Education & Training Employment Services & Human Resources Energy & Utilities Engineering, Architecture & Design Environmental Food & Beverage Production Government, Military & Public Administration Healthcare Installation, Maintenance & Repair Insurance Inventory, Warehouse & Storage Legal Manufacturing Media & Creative Design Nonprofit & Social Services Ocean & Marine Other Personal Care & Cosmetics Real Estate & Property Management Restaurant & Food Service Retail Sales Science & Research Security & Protection Sports, Recreation & Fitness Transportation Travel, Tourism, Hotels and Hospitality Veterinary & Pet Services Wholesale

PRIMARY RESPONSIBILITIES

 

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.