Legal Billing & Collections Specialist

$35 - $40 per hour
Oakland, CA
Full-time

Job Description

ABOUT THE POSITION

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;
  • Prior collections experience a plus;
  • 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.

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