Financial Services Representative

Kaufman Dolowich LLP•,

1d•$65,000 - $85,000•Remote

About The Position

The law office of Kaufman Dolowich is seeking a Financial Services Representative to join our dynamic team! This individual will develop and execute strategies on collections, through collaboration with our client service teams while resolving any payment disputes or issues. This fully remote position will work closely with attorneys, staff and clients.

Requirements

Bachelor’s degree and/or equivalent experience with college-level accounting coursework
At least 3 years of collections experience in a professional services firm
Strong attention to detail, ability to work independently, and excellent follow-through
Strong analytical skills; intermediate Excel skills (V-Lookup, Pivot Tables) required
Excellent communication skills and the ability to interact with attorneys, staff, and clients
Strong ability to multi-task, prioritize, and manage competing deadline

Nice To Haves

Experience with insurance carriers and knowledge of SIRs/deductibles strongly preferred
Experience with BillBlast and Aderant highly preferred

Responsibilities

Review and reconcile billing, AR, WIP data to identify discrepancies, assess risk, and support collections
Develop and implement collection strategies to improve cash flow and reduce outstanding receivables
Communicate with clients regarding outstanding invoices, payment status, and billing inquiries
Investigate and resolve billing issues, payment disputes, and account variances
Monitor electronic billing submissions and prepare AR and collections reports
Maintain accurate account records, collection notes, and follow-up activities
Negotiate payment arrangements and escalate issues as needed in accordance with firm policies
Collaborate with management and internal stakeholders to improve processes and support departmental initiatives
Perform additional duties and special projects as assigned