Billing Specialist

Billing Specialist Overview

• The Billing Specialist will oversee financial aspects of assigned client portfolios, ensuring adherence to billing guidelines and delivering exceptional service to partners and clients.
• Collaborate with finance management to integrate best practices and maintain compliance with departmental standards and procedures.
• Ensure accurate client and matter setup, including rates, discounts, invoice formats, and deferrals, aligned with engagement letters and attorney preferences.
• Monitor work in progress to ensure billing accuracy and adherence to approved agreements and schedules.
• Produce, review, and distribute prebills monthly, coordinating with attorneys and secretarial teams to meet deadlines.
• Maintain regular contact with clients to address aged billings, payments, and disputes, ensuring timely resolution.
• Work in a hybrid environment with one day onsite, promoting flexibility and work-life balance.
• Utilize advanced billing systems and software to streamline processes and enhance client support.

Billing Specialist Key Responsibilities & Duties

• Review and manage client and matter setup, ensuring compliance with billing guidelines and attorney preferences.
• Monitor work in progress and billing systems to ensure timely and accurate invoicing.
• Produce and distribute prebills, coordinating with attorneys and secretarial teams to meet monthly deadlines.
• Audit client invoices for accuracy and compliance with special billing requirements before posting.
• Maintain regular communication with clients to resolve disputes and negotiate payment arrangements.
• Develop and implement collection strategies to minimize financial risk exposure on aged accounts.
• Utilize billing software and reports to assist with collections processes and reporting.
• Prepare write-off requests and ensure proper approvals for adjustments.
• Support attorneys, secretaries, and clients with billing and collections-related inquiries.

Billing Specialist Job Requirements

• Bachelor’s degree in accounting, finance, or related field is required.
• Minimum of 3 years of experience in legal billing, with 5 years preferred.
• Proficiency in automated billing systems, including Aderant Expert and accounting software.
• Strong analytical, organizational, and troubleshooting skills to handle complex accounts.
• Ability to prioritize multiple tasks efficiently in a fast-paced environment.
• Excellent communication skills, both verbal and written, for interacting with attorneys, clients, and staff.
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Experience in managing accounts receivable and implementing collection strategies.
• Ability to adapt to business changes and propose process enhancement ideas.