Billing Coordinator/Client Account Specialist

Overview

• Coordinate and manage client billing processes to ensure accuracy and compliance with established guidelines.
• Collaborate with attorneys and staff to address billing inquiries and optimize financial workflows.
• Monitor work-in-progress and accounts receivable to ensure timely invoicing and collections.
• Review and update client and matter setups, including rates and invoice formats, for accuracy.
• Utilize advanced accounting systems to streamline billing and reporting processes efficiently.
• Develop and implement strategies to minimize financial risks and enhance client satisfaction.
• Engage in professional development opportunities to stay updated on industry best practices.
• Contribute to process improvement initiatives to enhance operational efficiency and client support.

Key Responsibilities & Duties

• Prepare and distribute prebills, ensuring timely review and submission by attorneys and staff.
• Audit billing edits for accuracy and compliance with client-specific requirements.
• Monitor and escalate accounts receivable issues, coordinating resolution efforts with attorneys.
• Assist in processing write-offs and adjustments, maintaining detailed records for audit purposes.
• Address client billing inquiries and disputes, ensuring prompt and effective resolution.
• Maintain organized client files and documentation for easy access and reference.
• Collaborate on system enhancements to improve billing and reporting functionalities.
• Support attorneys and staff in navigating billing systems and processes effectively.

Job Requirements

• Bachelor’s degree in finance, accounting, or a related field is required.
• Minimum of 3 years of experience in legal billing, with 5 years preferred.
• Proficiency in Aderant Expert and other automated accounting systems is essential.
• Strong organizational skills and attention to detail in a deadline-driven environment.
• Excellent analytical and problem-solving abilities to address billing challenges effectively.
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Effective communication skills for professional interaction with attorneys, staff, and clients.
• Experience in hybrid work environments, with occasional onsite requirements.