Billing Specialist I

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