Revenue Billing Specialist

Marsh McLennan•Urbandale, IA
•Hybrid

About The Position

Marsh is seeking a Revenue Billing Specialist to join its Controllers team. Based in Urbandale, this is a hybrid role requiring at least six days per month in the office. The specialist supports firm Partners with revenue recognition and client invoicing by reviewing project contracts, setting up new projects, monitoring completion status, and applying revenue guidelines and procedures. The role also involves client payment follow-up, reporting, forecasting, and support for accounting projects and audits.

Requirements

  • At least 2 years of experience in a professional environment.
  • Bachelor’s degree.
  • Proficiency in Microsoft Office.
  • Strong customer service skills.

Nice To Haves

  • Strong oral and written communication skills and the ability to interact with all levels of staff.
  • Ability to handle multiple requests simultaneously, prioritize tasks, and deliver timely solutions to internal and external clients.

Responsibilities

  • Review contracts for projects sold by Partners and manage setup of new projects.
  • Interpret contractual language and ensure project revenue criteria, such as written acceptance, are met.
  • Work with Partners each month to determine project completion status and recognize or adjust revenue appropriately.
  • Ensure client invoices are sent in accordance with contract terms or Partner instructions.
  • Contact external clients about outstanding payments and additional documentation needed to process payments, such as expense receipts or billing and receipt history.
  • Request a signed contract or persuasive evidence after a project code is created to confirm an agreement with the client exists.
  • Before a signed contract is received, manage the monthly forecast and alert upper management to potential revenue deferrals caused by a lack of persuasive evidence.
  • Assist with running monthly reports distributed to case managers and answer questions about case profitability, billing rates, contractual office, and other case economics.
  • Assist the Accounting Manager with additional projects, including timesheet review, case expense analysis, and support for internal and external audits.

Benefits

  • Professional development opportunities.
  • Interesting work and supportive leaders.
  • A range of career opportunities, benefits, and rewards to enhance well-being.
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