Jobs · Accounting · California

Collections/Billing Specialist

Bradford & Barthel, LLP · Sacramento, CA · 3 mo ago
AccountingFull-time

Full-time, onsite Collections/Billing Specialist position in our Sacramento office.

Responsibilities

  • Reviews new or updated client guidelines and compares to previous editions for revisions.
  • Assists with various analytic and statistical reporting as necessary or required.
  • Assists with compiling various information for internal and external audit requests.
  • Assists with special projects as needed.
  • Prepares high volume of draft bills and final bills per month.
  • Analyzes and edits draft bills for spelling, accuracy, adherence to client guidelines, and prepares bills for submission via electronic billing website, email, or US Mail.
  • Verifies accuracy of various fee/rate agreements.
  • Tracks approval of high volume of electronic billing invoices.
  • Sets up matters in billing system and changes status to matters in billing system.
  • Ensures matters get added to various client e-billing websites and is responsible for submitting and tracking budgets to client's e-billing websites.
  • Responsible for billing specific assigned clients, as well as assisting with others.
  • Processes write-offs following firm policy.
  • Communicates with clients and attorneys regarding issues on past due accounts, including collections calls.
  • Researches and resolves a wide range of problems directly with attorneys and clients.
  • Works within a team to provide the highest level of customer service.
  • Files, copies, and performs other related clerical and administrative duties and other various tasks as assigned.

Requirements

  • Degree in Business or Accounting related field; B.A. preferred or equivalent experience.
  • Must live in the Sacramento area.
  • Proficient in Microsoft Excel and Microsoft Office products.
  • 45 WPM+ typing speed; 10-key by touch a plus.
  • Professional demeanor in communications with others, including clear and concise verbal and written (spelling and grammar) communications.
  • Ability to anticipate work needs and follow through with minimal direction.
  • Detailed and accurate editing skills.
  • Adheres to firm policies and practices.
  • Ensures client billing guidelines are met.
  • Independently resolves routine problems.
  • Ability to multi-task under the pressures of deadline.
  • Flexibility to adapt to all situations and work varied hours, potentially including weekends or evenings.
  • Ability to work with a variety of personalities; experience in a customer service environment a plus.
  • Ability to organize workflow and use time efficiently.
  • Must be a team player, flexible to accept new responsibilities, and a quick learner.
  • Willingness to demonstrate initiative.
  • Ensures strict confidentiality at all times.

Benefits

  • Vacation/Sick Time
  • Medical/Dental/Vision
  • 401(k)
  • Health Savings Plan
  • Life insurance policy
  • Short-term/long-term disability benefits

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