Collections and Billing Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare and issue client invoices following the Welcome Call, ensuring prompt delivery through MyCase.

• Establish and oversee installment plans, including configurations for autopay and sharing of invoices.

• Monitor all incoming payments and reconcile them with the anticipated installment schedules.

• Keep track of overdue accounts and maintain accurate records of balances and payment histories.

• Engage with clients via phone, email, and internal communication platforms to follow up on missed payments or commitments.

• Record all collection activities, such as payment commitments and follow-up efforts, in the firm's CRM system.

• Dispatch appropriate correspondence (e.g., warning or termination notices) using templates and workflows approved by the firm.

• Create and execute effective collection strategies aimed at enhancing payment recovery and minimizing account delinquency.

• Detect trends or recurring issues within the payment processes and propose system enhancements to management.

• Aid in retaining clients who may be contemplating cancellation, withdrawal, or discontinuation of services.

• Manage challenging or escalated client discussions with professionalism, empathy, and confidence.

• Assist clients in recognizing the value of ongoing legal representation and steer discussions towards solutions and retention whenever feasible.

⛳️ Requirements

• Prior experience in collections, billing, accounts receivable, or payment recovery is essential.

• Strong experience in collections strategies with the capability to enhance or establish internal collection systems and processes.

• Demonstrated skills in client retention and de-escalation.

• Exceptional verbal and written communication abilities.

• Capacity to handle sensitive discussions with professionalism and emotional intelligence.

• Highly organized and detail-oriented individual.

• Comfortable operating in a dynamic environment with a high volume of client communication.

• Bilingual proficiency in English and Spanish is strongly preferred.

• A passion for client service and an interest in immigration law and social justice.

• A self-motivated individual who collaborates effectively with others and takes the initiative to resolve issues.

🏝️ Benefits

• Health insurance

• 401(k) matching