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Billing Specialist Admin - Transportation Solutions

Takkion Ops Management LLC
Casper, WY Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/20/2025

Job Description

Job Description

Description : Job Summary :

The Billing Specialist in the Brokerage Department is responsible for managing and processing all billing-related functions for brokerage transactions. This role involves ensuring accurate and timely invoicing, tracking payments, handling discrepancies, and maintaining strong communication with clients, brokers, and internal departments. The ideal candidate will have a keen attention to detail, experience with billing systems, and a strong understanding of financial transactions within the brokerage industry.

Key Responsibilities :

  • Generate and process invoices for brokerage services in compliance with company policies and client agreements.
  • Ensure that all invoices are accurate, complete, and issued in a timely manner.
  • Review broker structures and fees to ensure proper billing.
  • Monitor accounts receivable to ensure timely payment of invoices.
  • Reconcile discrepancies between payments received and billed amounts.
  • Prepare and distribute regular reports on outstanding payments and overdue accounts.
  • Address client inquiries regarding billing discrepancies, payment status, and invoice clarifications.
  • Provide assistance to clients and brokers regarding billing issues and work toward resolution.
  • Collaborate with the customer service and brokerage teams to ensure accurate data is being used in billing.
  • Maintain accurate and up-to-date records of all billing transactions.
  • Prepare and maintain comprehensive documentation for audit purposes.
  • Track and report on billing metrics such as revenue, outstanding receivables, and aging reports.
  • Ensure compliance with financial regulations and internal company policies regarding billing and financial transactions.
  • Assist in preparing financial reports related to brokerage fees, and client billing.
  • Contribute to quarterly and annual audits by providing necessary documentation and clarification.

Requirements : Qualifications :

  • Education and Experience : High school diploma required; Associate’s or Bachelor's degree in Accounting, Finance, or related field preferred.
  • Previous experience (2 years) in billing, finance, or brokerage operations preferred.
  • Familiarity with brokerage operations, financial transactions, and structures is a plus.
  • Strong proficiency in Microsoft Excel and other financial software.
  • Attention to detail and strong organizational skills.
  • Excellent communication skills, both written and verbal.
  • Ability to analyze financial data and resolve discrepancies.
  • Knowledge of relevant financial regulations and industry standards.
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