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