What are the responsibilities and job description for the Senior Billing Specialist position at The Panther Group?
Overview:
The Senior Billing Specialist supports a portfolio of shareholders through their monthly billing cycles. In addition to ensuring client invoices are issued accurately and timely, this position works closely with shareholders, department managers, accounting team and clients to deliver superior service, updating rates, split billing credit allocation, WIP follow up, solve problems, provide critical information and drive process improvement.
Responsibilities:
- Review and bill attorney hours and disbursements to clients
- Review and edit proformas in response to attorney and secretary requests
- Apply retainer/unallocated funds as directed by attorney; enter BOA charges and apply BOA
- Process write-offs following Firm policy
- Ability to execute complex bills in a timely manner
- Assist with training and mentoring of new employees and less experienced billing staff
- Successfully manages the billing operation of the Firm’s high volume and complex client relationships, involving intricate billing arrangements, acts in an advisory capacity of their attorneys on billing matters
- Monitor and manage WIP and AR assignments
- Update Rates and Split Billing Credit Allocation into the 3E System
- Administrative responsibilities are consistently well-maintained (rate updates, electronic submissions/appeals and unallocated balances)
- Ability to effectively interact and communicate with attorneys, secretaries, and clients
- Ensure that billing cycles are handled efficiently and accurately
- Research, analyze and respond to inquiries regarding billing, split billing credit allocation and rate issues.
- Create billing reports and spreadsheets for analyses as required; ability to identify and generate billing reports as requested
- May assist in preparing documentation for exhibits in court
- Perform Special projects assigned
- Skills & Competencies:
- Ability to prioritize and multi-task in a fast-paced environment
- Must have a strong attention to detail with the ability to meet deadlines and use time efficiently
- Ability to work independently, overtime during firm Fiscal and Calendar year-end, self-starter
- Must have strong verbal and written communication skills and excellent organizational skills
- Identify opportunities for improvement and proactively work with Shareholders and management to implement improved processes
- Monitor new processes and workflows to ensure effectiveness
Ideal Profile:
- Bachelor’s degree preferred
- 5 years of billing experience in a law firm environment required
- Proficiency in billing software (e.g., Elite, 3E) and Microsoft Office
- Ability to manage large and most complex billing arrangements and ensure high-quality customer service
- Position also requires the ability to work under pressure to meet strict deadlines.
- Good analytical and problem-solving skills, and understanding of accounting best practices
- Knowledge of E-Billing Hub and different E-Billing Platforms
- Extensive knowledge to serve as a mentor to other billers and to assist management with special projects
- Elite/3E accounting software experience strongly preferred
- Proficiency with MS Word and Excel
