Our busy law firm is looking for a billing specialist who loves digging into detailed work that can help our billing attorneys revise, process, and issue accurate billing every month in a timely manner, process retainer replenishments. Experience in accounts receivable and consistent follow-up is a plus, to ensure the firm always has sufficient cash flow to support firm obligations and to ensure the legal team is only working for paying clients! Job seekers should have at least 2 years of billing experience with the billing process, be meticulous and organized, and thrive in a fast-paced work environment. To be considered for this opportunity, send us your resume! This position will be primarily remote, but preferably in the San Diego area so staff meetings and other events can be attended in person.

Responsibilities:

• Apply incoming payments to the correct accounts and keep accurate financial records
• Prepare requested revisions from billing attorneys and run final bills for distribution
• Assess accounts receivable reports for past due balances owed and follow up with clients on when payments will be made
• Resolve any billing inquiries by working with the client’s accounting department

Daily:

• Communicate with clients via phone and email to answer billing questions, resolve billing concerns and establish payment plans
• Manage and reduce A/R
• Manage incoming Cash, Check and Credit Card payments in accordance with procedures
• Manage Client Retainer Accounts

Weekly:

• Submit Performance Metrics (KPI Reports) to the Legal Administrator
• Attend Staff Meetings
• Monitor, track, and report on timekeepers’ billable hours

Bi-Weekly Billing:

• Prepare, review and revise prebills to ensure they are accurate and written to convey thought, progress, and value to the client before submitting to Timekeepers for final review and edit
• Send prebills to the Owner for final edits
• Prepare and send approved invoices to clients each billing cycle
• Manage the suspend and withdraw process on client matters in accordance with the Firm’s Collections procedure
• Notify the Legal Team when work on a client’s matter should be suspended due to late payments; stopped due to withdrawal for non-payment, or work can commence on a matter as a result of receiving payment

Qualifications:

• Strong written and verbal communication skills and organizational skills are required
• Computer proficiency with MS Office, Excel, and billing software programs is essential
• A high school diploma or equivalent is needed; some college is an asset

Experience:

• Customer Service and Collections experience
• Prior experience as a billing specialist at a law firm, a plus, but not required

Knowledge, Skills Abilities:

• Time Priority Management

Characteristics for success in RELATIONSHIPS/CULTURE FIT:

• Customer Focus
• Interpersonal Skills

Technical Skills (REQUIRED)

• Basic Accounting Principles

Benefits:

The firm pays for HMO Kaiser Health Insurance, Dental, Vision, Acupuncture/ Chiropractic, Life Insurance & Long-term Disability Insurance for employees only. Dependents can be added to medical at employee’s expense.   10 days accrued vacation for the first five years and 15 days after completion of five years of employment. There are 10 paid holidays that the firm is closed for.  Eligible for retirement, and firm matching, after three years of employment.