Billing Specialist I
Department: Accounting FLSA: Non-Exempt Reports To: Billing Manager Location: Corporate Office
Position Summary
The Billing Specialist I provides foundational billing support by assisting with invoice preparation, document validation, and data entry related to customer billing.
This role supports billing operations under the guidance of billing leadership and senior billing staff while developing operational knowledge of billing systems, customer requirements, and transportation documentation.
Billing Specialist I positions serve as entry-level roles designed to build operational experience and prepare employees for advancement to Billing Specialist II responsibilities.
Key Responsibilities
Assist in preparing customer invoices using freight bills, bills of lading, and supporting documentation
Validate completeness of billing documentation prior to invoice processing
Retrieve missing or incomplete paperwork from terminals, dispatch, or drivers
Perform data entry of billing information into TMW or applicable billing systems
Identify and escalate discrepancies in freight bills, rates, or accessorial charges
Support resolution of routine billing issues and customer inquiries
Assist with maintaining billing records and supporting documentation
Support daily, weekly, and monthly billing cutoff requirements
Collaborate with dispatch, rate coordinators, and terminals to ensure billing accuracy
Participate in cross-training initiatives to develop familiarity across billing functions
Success Profile
Learns billing workflows and documentation requirements quickly
Maintains accuracy in data entry and invoice preparation
Proactively follows up on missing paperwork
Demonstrates reliability in meeting billing deadlines
Escalates issues appropriately rather than solving independently
Education & Experience:
- High School Education or equivalent experience
Knowledge, Skills and Abilities:
- Ability to work in a group setting
- Clear communication skills in dealing with CSC Centers, outside departments and other team members
- Capable of doing general math and analytical problems
- Ability to react to change productively and handle essential tasks as assigned
- Able to maintain confidentiality
- Strong organizational and time management skills
- Computer skills (MS Office)
- Able and willing to continue professional development
Physical Requirements:
- Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, talking, hearing and visual activity.
- Occasional lifting (up to 20 pounds of paper)
Working conditions:
- Normal Office environment