Billing Specialist (SFC)

LPM Institute; San Francisco (CA); Hybrid; USD 64,000 - 78,000; Full time

Benefits offered by this job

Medical, dental, vision plans

Employer-paid life insurance

Disability benefits

Paid time off

Job summary

Stinson LLP is seeking a Billing Specialist to handle client invoicing and related administrative tasks within the Finance Department. Responsibilities include producing invoices, editing line items in 3E, and processing e-billing via Elite eBILLINGHUB.

This role requires a high school diploma, professional experience, and strong computer skills in Outlook, Excel, and Word. Overtime and weekend hours may be necessary during peak periods.

Qualifications

• High School degree or equivalent.
• Experience in a professional environment.
• Experience with Outlook, Microsoft Excel and Word.

Responsibilities

• Process and produce client invoices (85%).
• Assist team with monthly printing and stapling proformas.
• Make attorney edited changes on proformas in 3E, including narrative edits and rate exceptions.
• Process WIP write/downs with approvals and apply unallocated funds as directed.
• E-billing invoices through Thomson Elite eBILLINGHUB.
• General and Administrative duties including reviewing Hold accounts and Trust balances.
• Discretion to work overtime during peak periods and fiscal year-end.

Skills

Outlook

Microsoft Excel

Microsoft Word

Verbal communication

Written communication

Organizational skills

Attention to detail

Education

High School degree or equivalent

College or business school preferred

Tools

Elite Legal Management

3E

Thomson Elite eBILLINGHUB

Job description

The Billing Specialist is responsible for the processing of client invoices, including mailing or e-billing invoices, customer service of internal and external clients. The Billing Specialist will report to the Billing Manager/Billing Supervisor of the Finance Department.

Required Education & Experience

• High School degree or equivalent.
• Experience working in a professional environment.
• Strong computer experience, including experience with Outlook, Microsoft Excel and Word.

Preferred Education & Experience

• College or business school preferred.
• Minimum 1-3 years of legal billing experience preferred.
• Experience with Elite Legal Management, 3E and Thomson Elite eBILLINGHUB software preferred.
• Law Firm or other professional service industry experience preferred.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Process & Produce Client Invoices (85%)
  • Assist team with monthly printing and stapling proformas.
  • Make attorney edited changes on proformas in 3E, including
    • Narrative edits
    • Extreme awareness of special billing instructions and rate exceptions
    • Billable hour changes as directed by Attorney
    • Apply invoice discounts
    • Process WIP write/downs with appropriate approvals
    • Apply unallocated funds with Attorney direction
    • Apply trust funds with Attorney direction
    • E-billing invoices through Thomson Elite eBILLINGHUB
  • General and Administrative (15%)
    • Monthly review of Attorney Hold accounts
    • Monthly review of Trust/Unallocated balances on matters
    • Update Attorney Billing Profiles as needed
    • Process check requests (refunds to client) in Chrome River
    • Kwik-Tag scanning of proformas and back up to FileSite
    • Responsibility to assist Attorneys, internal/external client request
    • Travel requirements are negligible
    • Must be available to work overtime and some week-ends, especially during peak billing periods and during fiscal year-end
    • Performs other duties as assigned.
• Strong verbal and written communication skills.
• Self-motivated with excellent organizational skills and attention to detail.
• Highly professional with a strong customer service orientation, commitment to meeting deadlines, and ability to multitask in a fast-paced and dynamic environment.
• Strong professional, independent thinking skills with strength in problem solving and the ability to offer constructive opinions and creative solutions.
• A team player who motivates and educates other team members.
• Regular and predictable attendance is an essential function of the position.

Supervisory Responsibility

This position has no supervisory responsibilities.

Travel

No travel is expected for this position.

Work Environment & Physical Demands

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. While performing the responsibilities of the position, these work environment characteristics are representative of the environment the person in this position will encounter. While performing the duties of this job, the employee will work in a professional, fast paced office environment that may require additional hours to complete work. These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. If an employee is unable to perform the essential functions of the position, Stinson LLP will evaluate whether a reasonable accommodation can be made to enable the employee to perform the described essential functions. Generally, due to the nature of this office position, while performing the responsibilities of the position, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision.

Benefits & Compensation

At Stinson LLP, we are committed to the success of our employees. We are equally committed to providing competitive, affordable health and wellness benefits to help take care of yourself and your family, including:

• Medical, dental, and vision health plans
• Medical savings accounts
• Firm-provided Employee Assistance Program (EAP), Wellness Program, and Caregiving Support Concierge Services
• Employer-paid life insurance and AD&D
• Short- and long-term disability benefits
• Generous paid time off for holidays, vacation, bereavement, jury duty, and paid leave for sick and safe time, parental, and military
• Excellent work-life programs, including service bonuses, back-up child, elder, and pet care, and an employee discount program

The salary range for this role is $64,000 – $78,000. The salary range for this position is based on a variety of factors, including experience, skills, qualifications, and location. The range is provided as an initial approximation at the time of posting and may vary based on the individual’s unique qualifications and experience.

EEO Statement

Stinson LLP is an equal employment opportunity (EEO) employer. We encourage qualified minority, female, veteran, disabled, and other diverse candidates to apply to be considered for open positions. We offer a competitive compensation and benefits package. We conduct criminal background checks on all individuals offered employment. Information gathered through applicant voluntary self-identification will be used for statistical reporting and to measure the effectiveness of our EEO outreach efforts. All information is requested on a voluntary basis and will be kept confidential. We will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.