Broker Billing Representative

Moffitt Companies•Cypress, CA

8d•Onsite

About The Position

Moffitt Services is a Texas-based fuel and lubricants distributor that is committed to providing quality fuels, lubricants, and superior service to customers that operate heavy equipment, generators, automotive and truck fleets, and more. We offer ultra-low sulfur diesel for on-road and off-road use, biodiesel, Diesel Exhaust Fluid (DEF), gasoline, ethanol, E85, and kerosene as well as a full line of quality lubricants.

Requirements

Must have experience reviewing and processing invoices for compliance with state-specific sales and use taxes, fuel taxes, and environmental fees.
Must be friendly, clear speaking and able to work with patience and courtesy in customer relations.
Must have computer efficiency including CRM, Microsoft Office, Excel, and QuickBooks.
Ability to work independently without direct supervision.
Must have strong communication abilities and be able to interface and work with supervisors, managers and all departments including sales, operations, logistics and accounting.
Detail oriented and excellent organizational and multitasking skills.
Must possess sense of urgency.
Team-first mentality.
Ability to thrive in a fast-paced environment.

Nice To Haves

additional education or training a plus

Responsibilities

Assist the team in making sure vendor and customer invoices accurately include state-specific sales and use taxes, fuel taxes, and environmental fees.
Generate and issue accurate invoices to customers based on fuel delivery tickets, supplier rates, and fuel broker terms.
Conduct statement reconciliation to verify that all broker transactions are accurately recorded, and discrepancies are resolved promptly.
Seek and record supplier delivery confirmations into the Vendor Dispatch.
Verify broker pricing; identify and resolve discrepancies by communicating with dispatch, sales, or brokers.
Maintain organized billing records and collaborate with dispatch, sales, and accounting to clarify service details and delivery info.
Use billing system to run reports and support reconciliation tasks.
Respond to basic customer inquiries about invoices and escalate complex issues to broker sales reps or broker sales manager.
Act as broker point of contact for routine questions and problem resolution.
Maintain a positive working relationship with team members and management in a team environment.
Support resolution of any customer issues/concerns in a Win/Win fashion.