Billing and Collection Specialist

AGG Careers•Atlanta, GA

4d•Hybrid

About The Position

The Billing and Collection Specialist is responsible for handling all aspects of the firm's client billing cycle, ensuring that prebill edits through transmittal and/or the mailing of client bills, and e-billing requirements, are completed effectively, efficiently and accurately. This role supports the Billing and Collections Supervisor in addressing attorney and staff needs and providing superior client service. The role also involves responding to day-to-day AR Collections email requests, sending invoice copies, corresponding with attorneys regarding AR balances and customer requests, and assisting with deposit creation and cash receipts posting.

Requirements

Interacts with personnel at all levels of the organization in a tactful, cooperative, and professional manner.
Acts with honesty, integrity, courtesy, and respect in all instances.
Maintains confidentiality.
Earns the trust and respect of others.
Works well independently and as a team member.
Possesses and conveys an outstanding client service approach for both external and internal clients.
Recognizes that all firm personnel are clients and acts accordingly.
Embraces diversity and inclusion, incorporating them into all aspects of role and behavior.
Maintains high competency levels and a strong work ethic.
Is self-motivated.
Takes initiative and is diligent.
Works effectively under high pressure.
Performs responsibilities in accordance with all firm standards, policies, and procedures.
A Bachelor's degree is required in Business Administration, Accounting, Finance or a business-related field from an accredited college or university. An equivalent combination of an Associate's degree and work experience will be accepted.
Minimum of 3-5 years of experience in client billing and e-billing in a law firm or other professional services industry utilizing time and billing software.
Excellent interpersonal, written, and verbal communication skills are required.
Proven analytical and problem-solving skills.
In-depth and broad understanding of and experience supporting applications and databases.
Strong organizational skills and attention to detail.
Ability to multi-task and prioritize workloads.
Ability to present ideas in a business-friendly language.
Proficient with accounting and billing software programs.
Excellent computer skills, proficiency with the entire Microsoft Office Suite, especially Microsoft Excel.
Extensive database knowledge and experience.
Advanced knowledge of law firm billing; familiarity with Fulcrum/Snap, e-Billing Hub, or similar account software systems is required.

Nice To Haves

Eligible for hybrid schedule after 90 days employment and satisfactory performance.

Responsibilities

Identifies, captures and validates critical financial information or unusual revenue or billing arrangements for new clients and e-billing client engagements, ensuring accurate recording in Fulcrum to avoid delays.
Generates monthly client pre-bills and distributes them to attorneys.
Works with secretaries and attorneys to make and proof edits to rates, time transfers, narrative edits, etc., then creates and distributes final bills for approval and distribution.
Submits bills to third-party vendors for e-billing clients upon approval, uploads text files, tracks acceptance, and resolves rejections.
Ensures client billing information, including rates, task codes, and activity codes, is accurate, current, and up-to-date in Fulcrum.
Prepares and distributes reminder statements to billing attorneys monthly.
Assists with soft cost entry and other disbursement items.
Responds to client billing questions and inquiries by researching, determining status, taking action, and responding accurately and timely.
Assists with ad hoc items as requested by the Billing and Collections Manager and/or Management Team members.
Proactively monitors and collects assigned Accounts Receivable to meet monthly and annual revenue targets.
Articulates calmly and professionally with internal and external clients when discussing payments due.
Carries out directives of the AR Collections department.
Escalates situations involving internal/external clients as appropriate.
Obtains and maintains client information and accurately notates it in the Fulcrum Financial System.
Prepares collections letters and various AR reports from Fulcrum.
Creates and understands the audit trail of accounts receivable/billing inquiries.
Prepares various AR spreadsheets and participates in AR projects.
Suggests, implements, and administers routines to enhance billing and collection/maintenance of the firm's AR.
Assists with the creation of daily deposits and posting of cash receipts.
Processes AR write-offs as authorized by attorneys.
Performs other duties/tasks as assigned.