Fee Approval Specialist

Diaz Anselmo & Assoc. PA; Plantation (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Diaz Anselmo & Associates P.A. is seeking a detail-oriented Fee Approval Specialist to support our billing operations by reviewing, submitting, and managing fee approval requests in line with client billing guidelines and firm policies.

The role involves collaboration with attorneys and billing staff to resolve discrepancies, ensure timely processing, and maintain accurate documentation across departments, while staying current with client platforms such as Legal Tracker and Tempo.

Qualifications

• High school diploma required.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
• Experience in legal billing, fee approvals, accounts receivable, or a related administrative role is a plus.
• Proficiency with Microsoft Office Suite, particularly Excel and Outlook.
• Experience with Legal Tracker, Tempo, PAID, or similar platforms is preferred.

Responsibilities

• Review, prepare, and submit fee approval requests in accordance with client billing requirements and guidelines.
• Partner with attorneys, billing professionals, and internal teams to resolve billing discrepancies and non-compliant entries.
• Monitor workflow queues and ensure requests are processed accurately and within required timelines.
• Coordinate with multiple departments to gather required documentation and ensure complete submissions.
• Maintain knowledge of client billing platforms and requirements, including Legal Tracker, Tempo, and other fee management systems.

Skills

Attention to detail

Organizational skills

Communication skills

Time management

Education

High school diploma

Associate's or Bachelor's in Accounting/Finance/Business

Tools

Microsoft Office

Excel

Outlook

Perfect Practice

ICE

Tempo

PAID

Legal Tracker

Job description

About the Role:

Diaz Anselmo & Associates P.A. is seeking a detail-oriented and highly organized Fee Approval Specialist to join our growing team. This position plays a critical role in supporting our billing operations by reviewing, submitting, and managing fee approval requests while ensuring compliance with client billing guidelines and firm policies.

What You'll Do:

As a Fee Approval Specialist, you will be responsible for ensuring fee requests are processed efficiently and accurately while maintaining strong communication across departments and with clients.

Key Responsibilities:

• Review, prepare, and submit fee approval requests in accordance with client billing requirements and guidelines.
• Partner with attorneys, billing professionals, and internal teams to resolve billing discrepancies and non-compliant entries.
• Monitor workflow queues and ensure requests are processed accurately and within required timelines.
  Communicate professionally with clients regarding escalated fee approval matters.
• Coordinate with multiple departments to gather required documentation and ensure complete submissions.
• Maintain knowledge of client billing platforms and requirements, including Legal Tracker, Tempo, and other fee management systems.
• Assist team members during periods of high volume, backlog, or staff absences.
• Support cross-training initiatives, system enhancements, and special projects as needed.
  

What You Bring:

• High school diploma required.
• Associate's degree or Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
• Previous experience in legal billing, fee approvals, accounts receivable, or a related administrative role is a plus.
• Proficiency with Microsoft Office Suite, particularly Excel and Outlook.
• Experience with Perfect Practice, ICE, Tempo, PAID, Legal Tracker, or similar platforms is preferred.
• Exceptional attention to detail and accuracy.
• Strong organizational, time-management, and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Self-motivated with the ability to work independently while collaborating effectively with a team.

Physical Requirements:

• Standard office duties including sitting, typing, and occasional lifting (up to 20 lbs).