Billing Specialist

This is a fully remote position, open to applicants in California, +9 more states.

📋 Description

• Oversee all elements of the monthly billing cycle, which includes generating precise invoices monthly or as requested for a designated group of attorneys, while adhering to deadlines.

• Assist in the initiation and execution of the complete monthly client billing process, which involves reviewing and editing monthly proformas as directed by the Billing Attorney using Paperless Proforma.

• Adjust time and cost entries as instructed.

• Manage write-offs and write-downs.

• Complete transfers, as well as divide and combine timecards.

• Ensure that billing rates are accurate.

• Apply available funds to billing as per instructions.

• Confirm the accuracy of all billing activities.

• Gather supporting documentation in accordance with client billing guidelines as necessary.

• Obtain and sustain appropriate approval documentation.

• Finalize and distribute invoices following Firm and Client guidelines.

• Investigate and respond to billing inquiries from attorneys and clients promptly and professionally.

• Submit invoices via mail, email, e-billing through eBillingHub, and other relevant e-billing vendors as necessary.

• Set up matters for e-billing on vendor platforms and within the firm's billing system.

• Address and resolve billing disputes and discrepancies promptly.

• Coordinate appeals for any rejected invoices.

• Provide clients with accruals, status updates, and budgets upon request.

• Maintain communication with attorneys, staff, and clients while ensuring confidentiality of client and firm matters.

• Respond to inquiries regarding billing processes and procedures.

• Collaborate with other departments as needed concerning Accounts Receivable, client and matter setup, rate management, trust accounting, unallocated funds, and billed on account funds.

• Maintain addresses, invoice templates, and e-billing information within the firm's billing system.

• Assist with tailored reporting needs for internal and external clients.

• Effectively prioritize multiple tasks and complete them within assigned timeframes.

• Manage monthly reports related to billing workload.

• Other responsibilities as assigned.

⛳️ Requirements

• An Associate’s degree or a combination of relevant education and work experience is required; a Bachelor’s degree is preferred.

• A minimum of 2 years' experience in legal billing and client invoicing is required.

• Familiarity with or prior experience using Elite 3E.

• Knowledge of electronic billing processes and procedures is essential.

• Experience with eBillingHub is preferred.

• Familiarity with third-party e-billing vendor sites such as Legal Tracker, TyMetrix 360, and CounselLink.

• Knowledge of Paperless Proforma is preferred.

• Proficiency in Microsoft Office, especially Excel and Word.

• Strong organizational and time-management abilities.

• Exceptional attention to detail and accuracy.

• Problem-solving skills with the capability to manage multiple priorities.

• Excellent written and verbal communication skills, along with strong interpersonal skills.

• Willingness to work overtime and weekends when necessary.

🏝️ Benefits

• Medical and dental coverage.

• Life insurance.

• Short-term and long-term disability insurance.

• Pre-tax flexible spending account for specific medical and dependent care expenses.

• An employee assistance program.

• Paid Time Off.

• Paid holidays.

• Participation in a retirement plan program after meeting eligibility criteria.

• Additional benefits.