Accounts Receivable Specialist

About the role

This position is responsible for all aspects of the billing and collections department, including billing, collections, cash posting, carrier communications, and customer service both internally and externally. The role contributes to the success of the billing team and the business unit.

Responsibilities

• Interact and communicate with employees, carriers, and customers accurately, courteously, and professionally in person, by email, and by telephone.
• Communicate and follow up with sales, operations, or other relevant parties regarding billing questions, rate discrepancies, etc.
• Assist with updating customer master files.
• Manage the imaging queue and index all images.
• Monitor the Workflow Queue and unbilled orders report daily to process all available invoicing for assigned customer accounts.
• Verify that all applicable charges have been added to an order and rates are correct.
• Ensure all order information (e.g., rates, PO numbers, manifest numbers) meets the customer’s billing requirements and is complete and accurate.
• Verify that all supporting documentation (receipts, rate confirmations, etc.) has been scanned to the order in imaging.
• Submit and communicate the billing hold report to terminal locations for assistance with processing weekly unbilled orders.
• Submit invoices via customer website portals as required.
• Research and complete credit/rebills.
• Identify issues causing billing delays and/or errors and make recommendations for process improvement.
• Resolve EDI errors.
• Work with the sales force to set up new customers within the accounting system.
• Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivable data, including payment posting.
• Generate AR aging reports and reduce delinquency for assigned customer accounts.
• Facilitate swift payment of invoices by sending reminders and making collection calls to outstanding accounts. Enlist sales and senior management when necessary to accelerate collections.
• Perform other assigned tasks and duties to support the Billing & Collections Department.

Requirements

• 1-3 years of prior billing and/or customer service experience.
• Transportation experience using McLeod Software is desired but not required.
• High degree of accuracy and attention to detail.
• Proven ability with MS Excel, MS Word, and MS Outlook.
• Excellent communication and customer service skills.
• Ability to multitask and work in a fast-paced environment.

Skills

• Teambuilding skills and the ability to drive change.
• Strong analytical and problem-solving skills.
• Strong organizational and time management skills.
• High energy, enthusiasm, and a positive attitude.
• Willingness to understand and support change related to processes, structure, and business modeling.