Revenue Billing Specialist

Marsh Agency; Urbandale (IA); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Marsh is seeking a Revenue Billing Specialist to support revenue recognition and client invoicing within the Controllers team. Based in Urbandale, IA, this hybrid role requires in-office presence at least six days per month.

You will review project status monthly, ensure adherence to revenue guidelines, and collaborate with Partners to recognize revenue accurately. You’ll also handle client communications, invoices, and supporting audits and reports.

Qualifications

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

Responsibilities

• Review contracts for each project sold by Partners and set up new projects.
• Understand contractual language to ensure proper criteria are followed.
• Collaborate with Partners monthly to recognize/adjust revenue.
• Ensure client invoices are sent per contract or Partner instructions.
• Coordinate with external clients on payments and provide required backups.
• Request signed contracts or evidence to ensure client agreement exists.
• Monitor monthly forecast and flag potential revenue risks.
• Assist in running monthly reports for case managers.
• Explain reports related to case profitability, billing rates, and economics.
• Support Accounting Manager on ad hoc projects like time-sheets and audits.

Skills

Communication

Customer service

Education

Bachelor's degree

Tools

Microsoft Office

Job description

We are seeking a talented individual to join our Controllers team at Marsh. This role will be based in Urbandale and is a hybrid role that has a requirement of working at least six days a month in the office.

As a Revenue Billing Specialist, you will support our Partners of the firm on revenue recognition details and invoicing to clients. You'll be responsible for evaluating the completion status of each project every month and ensure that all revenue guidelines and procedures are being followed.

We Will Count On You To

• Review contracts for each project sold by Partners in which incumbent will manage and set up new projects as they are sold.
• Understand the contractual language to ensure we are following proper criteria (such as written acceptance) on each case.
• Work with Partners every month to understand completion status and recognize/adjust revenue appropriately.
• Ensure client invoices are being sent in accordance with the contract or based on instructions from the Partner.
• Work with external clients on outstanding payments or additional backup needs in order for payment to be processed, such as expense receipts or billing and receipt history.
• Once a code is created, the incumbent will need to request a signed contract or persuasive evidence to ensure an agreement with the client exists.
• Before receiving a signed contract, the incumbent must manage the monthly forecast by alerting upper management to the potential risks of pushing out revenue due to a lack of PE.
• Assist in running monthly reports to be distributed to case managers.
• Will be required to understand the reports so the incumbent can answer questions that will come up about case profitability, billing rates, contractual office, and other case economics.
• Assist the Accounting Manager in any additional projects that might arise; such as time-sheet review, expense analysis by case, and providing support for both internal/external audits

What You Need To Have

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

What makes you stand out?

• Strong oral and written communications skills; ability to interact with all levels of staff
• Ability to handle multiple requests simultaneously, while prioritizing tasks and delivering timely solutions to both internal and external clients

Why Join Our Team

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you require an accommodation during the application or interview process, please let us know by contacting [e-mail]

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.