Client Accounts Specialist II

JAMS•Irvine, CA

15d

About The Position

We are passionate about what we do, the services we provide, and the clients we serve. If you're looking for an opportunity to join a company that values collaboration, innovation, and dedication, we're the right place for you. A Brief Overview The Client Accounts Specialist 2 partners with the case management team in multiple Resolution Centers to support clients and neutrals with high-level service, while maintaining adherence to business policies and procedures. This role requires critical thinking to resolve collection, cash application, and billing issues with professionalism, attention to detail, and a commitment to delivering excellent client service. Additionally, it maintains ownership of billing and collection portfolios while performing all tasks accurately and with an appropriate sense of urgency.

Requirements

Associate's Degree in Business Administration, Professional Sales, or related discipline.
3-5 years of working in accounts receivable, billing, and collections.
3-5 years of working in a client service role/strong client orientation.
3-5 years of working in legal industry or attorney interface skills.
Proficient in Microsoft Office programs.
Computer skills in MS Word and MS Excel reporting as well as 10-key by touch, and a typing speed of 50 wpm.
Proficient basic math skills.
Proficient in NetSuite.
Understanding of Alternative Dispute Resolution (ADR) processes and procedures.

Responsibilities

Manages an assigned portfolio of client accounts using appropriate collection techniques to reduce delinquency.
Collaborates with case managers on client disputes, providing strategies and solutions to resolve issues efficiently and effectively.
Analyzes complex billing disputes and utilizes critical thinking when negotiating balances.
Proposes payment arrangements, resolves accounts to meet business requirements, and preserves client relationships.
Processes high-volume billing and partners with case management team on billing allocations and special arrangements.
Ensures accuracy in billing by verifying contract terms, rates, and supporting documentation.
Evaluates collection activity and makes a determination when all collection efforts have been exhausted.
Follows write-off protocols, including final communications with clients.
Prepares documents for agency consideration.
Develops knowledge of case management and operational protocols to ensure transactional functions are handled timely and efficiently.
Conducts conference calls with clients to resolve issues and maintain a positive client experience.
Coordinates with Resolution Centers to meet monthly deadlines.
Collaborates with clients on third-party portals to ensure timely payments.
Handles client requests for copies of invoices, statements, and tax forms.
Handles some accounts receivable functions when needed.
Other duties as assigned within similar scope.