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Billing and Collections Specialist
Cleveland
, Ohio Direct Hire
On-Site
Billing and Collections Specialist
Cleveland, OH
60-70K
Although some direction is provided by the Director of Finance, this individual is under the direct supervision of the Billing Manager. The individual in this position is heavily involved in the billing and collection processes from beginning to end and is responsible for some month-end procedures. This is a non-exempt position, and the individual is eligible for overtime pay.
Billing and Collections Specialist Responsibilities
Billing and Collections Specialist Requirements
#INDFB
Cleveland, OH
60-70K
Although some direction is provided by the Director of Finance, this individual is under the direct supervision of the Billing Manager. The individual in this position is heavily involved in the billing and collection processes from beginning to end and is responsible for some month-end procedures. This is a non-exempt position, and the individual is eligible for overtime pay.
Billing and Collections Specialist Responsibilities
- Processes billing, including electronic billing, for assigned attorneys on a daily basis.
- Update proforma trackers daily for assigned attorneys.
- Submit electronic billing with outside vendors and eBilling Hub.
- Meet with assigned attorneys to determine client billing needs.
- Review WIP adjustments and compliance to Firm policies.
- Prepare copies of invoices and ledger history reports for clients and others as requested.
- Print copies of invoices for attorneys/secretaries/clients as requested.
- Prepare spreadsheets/summary sheets for attorneys/clients.
- Handle processing of client trust disbursements (trust/mail checks).
- Assist with Accounting questions and issues specific to assigned attorneys and Firmwide.
- Assist eBilling Specialist with eBilling issues and rejections.
- Assists with client billing questions and issues.
- Assist with accounting projects and additional requests from Accounting Management.
- Backup to Billing Associates in all offices.
- Follow established guidelines for the Firm’s collections process
- Plan and strategize to find the best solutions to improve collection ratios.
- Prepare and distribute monthly reminder statements and ensure that information presented is accurate and sent to clients in a timely manner.
- Follow-up as requested with clients for status of payment.
- Maintain client and attorney notes in 3E.
- Prepare and distribute monthly AR reports.
- Prepare and update reports to inform Accounting Management regarding status of receivables.
- Coordinate monthly meetings with attorneys regarding status of receivables.
- Prepare, distribute and monitor collections packets to be sent to outside collections.
- Promptly address day-to-day issues and queries as they arise in an efficient and effective manner.
- Escalate issues and concerns as required to Accounting Management.
- Collaborate on special projects as requested by Accounting Management, including but not limited to preparing ad-hoc reports, system data clean up and process updates. Review and respond in a timely manner to collections requests and questions from the general internal and external Accounting Department email addresses.
Billing and Collections Specialist Requirements
- B.S. or B.A. in accounting or finance a plus, High School Diploma or equivalent, required.
- Ability to read, write and perform arithmetic computations at a level normally acquired through the completion of high school or equivalent in order to maintain and verify figures.
- Approximately three to five years of on-the-job experience necessary in order to gain an understanding of finance policies and procedures and effectively perform responsibilities with minimum supervision. Legal experience preferred.
- Proficiency in the Firm’s software and hardware including 3E, Emburse, Word, Outlook and Excel. Ability to type brief memos, letters, and forms.
- Ability to organize and prioritize numerous tasks and complete them under time constraints, strong organizational skills.
- Demonstrates responsiveness, tact, diplomacy, good judgment, and confidentiality in communications with all levels of personnel, clients, and outside vendors.
- Strong commitment to the Accounting Department as a customer service function within the Firm, and ability to operate effectively and cooperatively within the Accounting Department to enable the department to function cohesively and to provide excellent customer service within the Firm.
- Work occasionally requires a high level of mental effort when performing a high volume of clerical tasks and performing other essential duties.
- Work occasionally requires more than s per week to perform the essential duties of the position.
#INDFB
