What are the responsibilities and job description for the Billing Specialist position at The Colwell Law Group, LLC?

The Colwell Law Group LLC is a fast-paced, rapidly growing law firm with multiple class-A locations in the Albany, Saratoga, and Syracuse, NY, areas. The firm specializes in helping individuals and families dealing with divorce and child custody disputes lead better lives. Utilizing decades of combined legal experience in negotiating and trying cases helps to ensure that the firm's clients' best interests are served. The firm's depth of knowledge of the courts and the law allows it to function as an effective advocate who can help secure the best possible outcome in a wide variety of family law matters.

At the firm, the Billing & Collections Specialist is responsible for managing the financial aspects of client accounts. The duties typically include generating and sending invoices to clients for legal services rendered, tracking payments, and following up on outstanding balances. They may also manage inquiries regarding billing matters from clients and internal staff, reconcile accounts, and escalate issues with delinquent accounts when necessary. Additionally, the specialist may assist in preparing financial reports and collaborating with attorneys to ensure accurate and timely billing practices, contributing to the firm's financial health and client satisfaction.

Compensation : $23 - $26 per hour

Compensation : 23 - $26 per hour

Responsibilities :

Reviews client accounts to generate and send client invoices on a weekly basis.
Reviews the accounts receivable report and reaches out to clients to collect payments for any open invoices, facilitating payment plans if necessary.
Reviews calendar and collaborates with attorneys to ensure there are enough funds on account for upcoming legal services.
Reconciles and posts client payments from the credit card processing system to the practice management software.
Answers any client phone calls and emails pertaining to invoicing and payments.
Updates client notes in the practice management system with all collection attempts and internal directives from attorneys and management staff.
Posts customer payments by recording cash, checks, and credit.
Resolves collections by examining customer payment plans, payment histories, and credit lines.
Summarizes receivables by maintaining accounts, coordinating, and verifying totals with the legal and finance departments, and preparing relevant reports.
Other duties as assigned by the Chief Financial Officer.

Qualifications :

Experience with Microsoft Office Suite and advanced experience in Microsoft Excel is preferred.

Accuracy, diligence, analytical skills, organization, data entry, general math skills, case management software, thoroughness, critical thinking, and problem-solving.

Can work independently and exercise judgment to escalate important billing matters appropriately.

Maintains the ability to remain strictly confidential when managing sensitive financial information.

Excellent written and verbal skills, as well as data and analytical skills.

Maintains the ability to communicate effectively and professionally with clients, attorneys, and members of the management team.

Has the ability to meet expectations in a deadline-driven environment.

A minimum of one (1) year of administrative, billing, finance, accounting, or customer service experience.

A minimum of one (1) year of prior law firm or service-based business with billing and collections experience is preferred but not required.

A minimum of a high school diploma is required; an associate or bachelor's degree in an applicable field is preferred.

Must be able to pass a Background check with a valid driver's license.

About Company

At The Colwell Law Group, we focus on providing the most effective representation and the highest levels of personal service for clients. We know that ultimately people come to us for results. Our depth of knowledge of the courts and the law allow us to act as effective advocates who are able to help secure the best possible outcomes to a wide variety of family law matters.

Benefits :

401(k) retirement plan with a 4% matching contribution

Medical coverage with a national network and the firm pays for 75% of the Employee cost

Company paid $50,000 Life Insurance Policy

Dental, vision / Rx, pet, Aflac, and life insurance policy options

Paid time off 10 days of vacation, 7 days of personal, and 8 paid holidays

Collaborative management philosophy

Professional, respectful, and diverse work culture

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Compensation details : 23-26 Hourly Wage

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Salary : $23 - $26

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Billing Specialist

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