The Order Entry/Billing Associate is a key member of the Badger State Western, Inc. team and is accountable for supporting the operations and invoicing workflow.
The Order Entry/Billing Associate reports to the Sales and Operations Manager, and the Controller.
Requirements:
- High School Diploma, GED, or suitable equivalent.
- 2+ years work experience in a similar role
- Proficiency with Microsoft Office Suites
- Knowledge of McLeod Software highly desirable
- Valid Drivers License
Working Conditions
- This position will work in an office environment. Due to the growth of the business, office may be shared with multiple associates.
Essential Functions
- Initial record entry of all orders, this includes imaging rate confirmations, and order documents to order records as needed.
- Initial rating of orders using the rate confirmations provided, tariffs applied to customers, ect.
- Create new customer records as needed. This includes both the TMS Customer Record and the Rendition Customer Record. All new customers must be sent a customer packet that includes the credit application and ACH payment information. Credit approval will be given by the Controller when the packet is returned.
- Support the Brokerage administrative duties. Set up carriers, make sure carrier packets are completed and that all images and information is documented in McLeod accurately. Update carrier documents as necessary.
- Communicate with customers to ensure accurate order details.
- Communicate and support operations, dispatchers, and CSR’s as necessary to ensure accurate order details and documentation.
- Support the brokerage as needed to make sure all carrier documents and information is properly maintained.
- As we are still streamlining our processes within McLeod work with other departments as needed to create efficiencies in workflow.
- Recognize and understand priorities.
- Work with minimal supervision.
- Keep accurate and complete notes of all relevant activities.
- Collect all pertinent documentation from driver/dispatcher for billing purpose – to include lumper receipts, BOLs, and any other billable expenses.
- Send Invoices and Proof of Deliveries to customers (PODS)
- Back-up for the receptionist during lunch breaks and PTO
- Other duties as assigned.
Job Type: Full-time
Pay: From $19.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: In person
