Billing Specialist

CBL Legal Talent

Oakland (CA)

On-site

USD 54,400 - 102,000

Full time

14 days+

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Job summary

A leading legal firm is seeking a Legal Billing and Collections Specialist to manage billing processes and collections functions effectively. This role calls for a proactive problem-solver who excels in a fast-paced environment, with strong organizational and technology skills. Ideal candidates should have at least three years of experience in legal billing and possess a keen understanding of billing software to ensure accurate invoicing and client service. Join our committed team devoted to quality and customer satisfaction.

Qualifications

Minimum of 3 years work experience as a Legal Billing Specialist using billing software.
Strong technology skills including MS Office Suite (Excel).
Ability to communicate with a diverse group of attorneys, staff, and vendors.

Responsibilities

Perform full-cycle billing and collections functions.
Generate monthly pre-bills and verify billing rates.
Manage accounts receivables and ensure collection goals are met.

Skills

Technology skills

Organizational skills

Time management

Communication

Tools

MS Office Suite (Excel)

Job description

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About the job

The Legal Billing and Collections Specialist will have overall responsibility of performing full-cycle billing and collections functions and will be expected to provide outstanding service to their assigned attorneys, clients and others in the firm. The position is designed for a proactive problem-solver with a self-starter mentality; skilled at navigating ambiguity and independently driving projects to completion. Our team members are committed to quality, customer service, teamwork and have the ability to perform in a fast-paced environment.

ESSENTIAL FUNCTIONS

The position’s essential functions include but are not limited to:

Generate monthly pre-bills and verify correct billing rates before distribution to Billing Attorneys;
Edit and finalize client invoices;
Prepare write-off request forms for approval (if necessary);
Pull and copy expense backup to accompany invoices;
Mail/scan/e-bill final invoices to clients;
Process revised invoices upon request of attorney and/or client;
Review client contracts for billing guidelines and set up spreadsheet in Excel;
Update client budgets in billing system;
Make changes or corrections to time entries requested by the timekeeper in the billing system;
Calculate and prepare rate increases annually for assigned clients;
Timely respond to questions and inquiries from internal and external clients;
Prepare daily deposit and post cash receipts which includes scanning checks and backup documents for online filing;
Assist team members with their client billing lists;
Manage and prioritize multiple projects simultaneously;
Work cordially, cooperatively, and productively with department and firm employees;
Ability to work under pressure and deadlines and produce a quality product;
File client-matter documentation electronically and in iManage;
Collaborate with Billing Attorneys on collections, with ability to interact with clients regarding same;
Monitor and track accounts receivables to ensure collection goals are met;
Other functions as assigned; and
Work overtime as needed;

Management retains the right to add to or change the functions of this position at any time.

QUALIFICATIONS

The following qualifications are required unless otherwise noted:

Minimum of 3 years’ work experience as a Legal Billing Specialist using billing software;
Must have strong technology skills including MS Office Suite (Excel) and an ability to leverage technology to enhance processes;
Ability to maintain high ethical standards and strict confidentiality of all information that the employee may receive as a result of their role;
Desire to maintain and update skills as required by the position;
Capability to organize and prioritize numerous tasks and complete them under time constraints and within budget;
Strong written and verbal skills; and
Interpersonal skills necessary to communicate in person and by phone with a diverse group of attorneys, staff and vendors to provide information with courtesy and tact.

Seniority level