The Customer Truckload Billing and Account Management Associate is responsible for ensuring the accuracy and timeliness of carrier and customer invoicing processes. This role involves collaborating with carriers, internal teams, and utilizing various software tools to reconcile aging reports, resolve discrepancies, and streamline the invoicing process.
Duties and responsibilities:
Core duties and responsibilities include the following. Other duties may be assigned.
- Guides and assists employees to understand process, organize, and audit TL carrier invoices.
- Establish relationships and collaborates with sales representatives to design effective solutions to meet customer needs.
- Researches all short-pays, credits, and balance dues in their entirety and provides clear documentation to the customer requesting resolution.
- Following outlined escalation process on problematic accounts depending on sales channel.
- Remains in constant contact with sales representatives to ensure recovery of funds and give status updates regarding their accounts.
- Review and analyze carrier aging reports to identify discrepancies, missing documentation, and outstanding issues affecting invoices.
- Continuously identify opportunities to enhance invoice processing efficiency and suggest process improvements.
- Creates SOPs to streamline processes within the department.
Qualifications:
To perform the job successfully, an individual should demonstrate the following competencies:
- Identifies and resolves problems; Gathers and analyzes information; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
- Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
- Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
- Knowledge of Microsoft Word, Excel, Outlook, Adobe, and ability to learn new systems such as Certinia, blueship, and Transflo.