Billing Coordinator/Client Account Specialist

Overview

• Manage client billing portfolios, ensuring compliance with guidelines and delivering exceptional service in a hybrid work environment.
• Collaborate with finance teams to implement best practices and maintain accurate financial documentation for client accounts.
• Oversee work-in-progress, ensuring timely and accurate billing aligned with client agreements and schedules.
• Perform billing functions, including invoice preparation, edits, discounts, and transfers, adhering to firm and client requirements.
• Actively manage accounts receivable, proposing collection strategies and minimizing financial risks.
• Engage with clients and attorneys to address billing and collection issues, ensuring prompt resolution.
• Leverage advanced billing systems to streamline processes and enhance reporting capabilities.
• Participate in professional development opportunities to expand skills and industry knowledge.

Key Responsibilities & Duties

• Review client and matter setups, ensuring compliance with engagement letters and billing guidelines.
• Maintain accurate documentation of billing requirements and update systems to reflect current instructions.
• Produce and distribute prebills for attorney review, coordinating with teams to meet deadlines.
• Audit invoices for accuracy and compliance prior to posting and delivery to clients.
• Monitor accounts receivable, developing collection strategies and negotiating payment arrangements.
• Resolve client disputes promptly, engaging attorneys and management for assistance when necessary.
• Collaborate with cash receipts staff to address misapplied payments and minimize unapplied balances.
• Assist attorneys, secretaries, and clients with billing and collections-related inquiries and requests.
• Contribute to process enhancement initiatives to improve client support and streamline efficiencies.

Job Requirements

• Associate of Science degree required; Bachelor’s degree preferred.
• Minimum of 3 years of legal billing experience; 5 years preferred.
• Proficiency in automated billing systems, particularly Aderant Expert or similar platforms.
• Strong analytical, organizational, and troubleshooting skills with attention to detail and accuracy.
• Effective communication skills, both verbal and written, for interaction with attorneys, staff, and clients.
• Ability to prioritize tasks efficiently in a fast-paced, deadline-driven environment.
• Proficient in Microsoft Office Suite, including Excel, Word, and Outlook.
• Experience in managing complex accounts and implementing collection strategies.
• Commitment to professional growth through continuous learning and skill development.