What are the responsibilities and job description for the Collections/Billing Specialist position at Bradford & Barthel, LLP?
The Law Offices of Bradford & Barthel, LLP is seeking a full-time, onsite Collections/Billing Specialist for our Sacramento office. Must be proficient in Microsoft Excel and highly organized, detail -oriented, professional, reliable and live in the Sacramento area.
Qualifications
Degree in Business or Accounting Related field. B.A. preferred or Equivalent experience
Duties And Responsibilities
Qualifications
Degree in Business or Accounting Related field. B.A. preferred or Equivalent experience
Duties And Responsibilities
- Reviews new or updated client guidelines and compares to previous editions for revisions.
- Assist with various analytic and statistical reporting as necessary or required.
- Assist with compiling various information for internal and external audit requests.
- Assists with special projects as needed.
- Prepares high volume of draft bills and Final bills per month.
- Analysis and editing of draft bills for spelling, accuracy, adherence to client guidelines, preparing bills for submission via electronic billing website/e-mail/US Mail.
- Verifies accuracy of various Fee/Rate agreements.
- Tracks approval of high volume of electronic billing invoices.
- Sets up Matters in Billing system.
- Changes status to Matters in Billing system.
- Responsible for ensuring matters get added to various client e-billing websites and responsible for submitting and tracking budgets to client's e-billing websites.
- Responsible for billing specific assigned clients, as well as assisting with others. Process write-offs following Firm policy.
- Communicates with clients and attorneys regarding issues on past due accounts, including collections calls. Researches and resolves a wide range of problems directly with attorneys and clients.
- Works within a team to provide the highest level of customer service.
- Files, copies, and performs other related clerical and administrative duties and other various tasks as assigned.
- Ability to anticipate work needs and follow through with minimal direction, follow up on own initiative including: Detailed and accurate editing; Adhering to firm policies and practices; Ensuring that Client Billing Guidelines are met; Independently resolve routine problems; multi-tasking under the pressures of deadline. Flexibility to adapt to all situations and work varied hours, potentially work weekends or evenings
- Ability to work with a variety of personalities, Experience in a customer service environment a plus
- Ability to organize work flow and use time efficiently
- Proficient in Microsoft Office products, particularly Microsoft Excel
- 45 WPM typing speed
- 10-key by touch a plus
- Professional demeanor in communications with others including clear and concise verbal and written (spelling and grammar) communications
- Must be a team player
- Must be flexible to accept new responsibilities and be a quick learner, willingness to demonstrate initiative
- Ensures strict confidentiality at all times.
- Vacation/Sick Time
- Medical/Dental/Vision
- 401(k)
- Health Savings Plan
- Life insurance policy
- Short-term/long-term disability benefits