Billing Specialist - CM Vantage HYBRID

This is a hybrid role (in office Tuesday–Thursday) at our Madison office.

What You'll Be Doing

The Billing Specialist is responsible for working with wholesale brokers to resolve and collect outstanding accounts receivable balances. This role involves contacting brokers regarding overdue payments, maintaining accurate records, and collaborating with internal departments to ensure timely payment application.

Responsibilities

• Contact brokers via email and phone to collect outstanding balances.
• Investigate and resolve account discrepancies and disputes.
• Monitor aging reports.
• Document all collection activities and maintain accurate records in the billing system.
• Collaborate with internal departments to resolve billing issues.
• Provide excellent customer service.
• Assist with reporting and analysis of performance and trends.
• Contact and follow up with brokers regarding overdue balances.
• Maintain accurate documentation of collection activities.
• Collaborate with internal teams to resolve billing issues.
• Provide customer service and support reporting needs.

Qualifications

• 1–2 years of accounts receivable and/or billing experience preferred.
• High school diploma or equivalent required.
• Associate’s degree in a business-related field is a plus.
• Strong interpersonal, written, and verbal communication skills.
• Ability to interact with multiple departments and external customers.
• Must be detail-oriented and possess strong judgment and decision-making skills.
• Basic knowledge of Microsoft Word and Excel.
• Ability to operate a calculator with speed and accuracy.
• Ability to investigate and resolve issues.
• Ability to work independently and with others.
• Must be able to multitask and prioritize job responsibilities.