Account Service Specialist
Circle Logistics · Whiteland, Indiana, United States
Who We Are:
Circle Logistics is a 3rd party logistics firm focused on delivering our three core promises to our customers: No Fail Service, Personalized Communication, and Innovative Solutions. We leverage our technology, industry experience, and employee ingenuity to develop industry-leading transportation solutions. We have been in business for 10 plus years and have grown into a half-billion-dollar company, from starting as just a handful of people with Entrepreneurial Spirit as their foundation. Our story is one of resiliency and innovation that has led us to grow to over 500 employees in a booming transportation industry, that never takes a night off.
Overview:
Responsible for the timely and accurate billing and receivables for the Billing department. Follows the direction of the Billing Manager on billing best practices.
Responsibilities:
- Receive and sort through invoices. Match invoices to proper loads.
- Verify accuracy of billing data and revise errors.
- Compute credit terms, discounts, shipment charges, or rates for goods of services to complete billing documents.
- Review and/or update record documents such as rate sheets and/or contracts.
- Scan and import invoices and other supporting documents for records.
- Prepare and send out itemized statements, bills, or invoices.
- Reach out to carriers regarding billing paperwork.
- Resolve discrepancies in transportation accounting records.
- Reconcile accounting records at the end of each month.
- Perform data entry. Update SOPs, manuals, and spreadsheets.
- Perform reporting functions via Excel and TMS.
- Occasional operational coverage for Transportation Coordinators.
- Perform a variety of other tasks and responsibilities as required or assigned by management.
- May perform other duties and responsibilities as assigned.
Working Conditions (may add additional conditions specific to defined work location):
- Generally in an indoor office setting; may include occasional participation in outdoor company events.
- Varying schedule to include evenings, holidays, weekends and extended hours as business dictates.
- While performing duties of this job, the employee is primarily in a controlled, temperate environment; however, may be exposed to heat/cold during support of outside activities.
- The noise level in the work environment is usually moderate to loud.
Unit Description: Identify any unit-specific job tasks and qualifications in relation to this job.
Job Qualifications:
Experience/Education:
- High School diploma, GED or equivalent experience required
Skills/Aptitude:
- Strong organization, communication, and computer skills.
- Basic understanding of transportation billing, rates, contracts, and tariffs.
- Proficiency utilizing Microsoft Tools (Ability to leverage Excel and other MS programs including Word, Outlook, and SharePoint).
- Ability to analyze and improve processes.
- Ability to work independently and within a group environment.
- Ability to multitask, prioritize, and handle a variety of complex issues and customer requirements.
- Strong attention to detail and organized.
- Ability to maintain a positive attitude.
- Presents self in a highly professional manner to others and understands that honesty and ethics are essential.
License/Qualifications:
- None required
Physical Requirements:
- Close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus, with or without corrective lenses.
- Significant walking or other means of mobility.
- Ability to work in a seated position for long periods of time (up to 8 hours).
- Ability to reach, bend, stoop, push and/or pull, and frequently lift up to 35 pounds and occasionally lift/move 40 pounds.
Benefits
- Competitive base-salary + uncapped commission
- On-site training and career development with a fast track to promotion
- Insurance benefits including: Health, vision, dental, life, and disability
- Paid holidays and paid time off after 90 days