Seeking a Billing Specialist.
Biggest thing for us is culture fit. Here's a link to the Join Our Team page on our website that shares what's unique about us. Check it out.
https://lawvex.com/careers
Lawvex is a five-attorney, tech-forward law firm with offices in the cities of Clovis and Madera, in sunny central California. We are a business, real estate, and trust and estates firm that is on track for aggressive growth and we need a rockstar Billing Specialists to join our amazing team and work directly with attorneys and staff to help our clients with their legal needs.
Since 2009, Lawvex has been on a mission to take the frustration out of law for our clients, staff and attorneys. Our vision is to become a regional firm with offices throughout central California. We want to be known for our early (2009) adoption of cloud-based technology and for using that to create a new standard in quality of life for staff and attorneys and an amazing legal experience for clients.
New Standard in Quality of life means: you work in office with our team working hybrid or remotely; we provide you with a cutting edge suite of software to do your job and communicate internally and externally; we provide you with competitive compensation, benefits and opportunity for bonus compensation for those who can demonstrate their profitability; we provide clear key performance indicators and regular performance reviews so you know if you’re winning and why; and we provide team connection opportunities through weekly video meetings, and periodic live events that you are welcome to attend.
Amazing Legal Experience means: we help business owners and families plan for, transfer and inherit their business and real estate so that they have peace of mind; we build amazing relationships with our clients by living out our values: Speed, Efficiency, Value, Education, Compassion, and Transparency; and we solicit and receive outstanding feedback and reviews from our clients for doing a great job.
We love to help people learn and grow. But we don’t have the time for that right now. We need a legal assistant who can hit the ground running but also embrace our values. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand holding.
We have multiple members on our team who are not assigned to a particular attorney but instead work within one or two niche practice areas such as probate, estate planning, litigation, trust administration, or business. This facilitates deep expertise which results in systems and processes to make work easier, more efficient and reduce errors.
Overview:
The Billing Clerk (Specialist) is responsible for managing the Firm’s processes and systems related to time-keeping, billing, retainer replenishment, accepting payments, and collections of accounts receivables. The Billing Specialist makes sure time entries demonstrate value, so clients pay their bills timely. The Billing Specialist also ensures bills are generated and mailed timely and works directly with clients to ensure bills and installment payments are on time and retainers are replenished, so the Firm always has sufficient cash to meet cash requirements and the legal team works only for paying clients. Must have a good money mindset.
Responsibilities:
- Reviews case management or time & billing system daily.
- Reviews the quality and timeliness of time entries. Contacts billers to ensure time is entered timely.
- Edits bills to correct typos, grammar errors, and ensure proper sentence structure.
- Coordinates with billers to improve descriptions of activities to ensure the bills demonstrate progress and value.
- Coordinates with billers to resolve apparent errors where time is entered on the wrong matter or entries appear to be duplicated.
- Identifies time entries incorrectly designated as “non-billable” (or vice versa) and coordinates with the billers to draft proper billable time entries.
- Collects records of expenses of costs advanced to clients and updates the case management system and accounting system accordingly.
- Identifies for the Controller/Administrator/Owner where billable records exceed Firm guidelines/timeframes for activities.
- Reports to Controller/Administrator/Owner regarding patterns of quality or timeliness and other training or performance issues.
- Generates pre-bills monthly and provides them to the attorneys for review and approval.
- Prepares invoices/statements and sends them to clients in accordance with the Firm’s policies and procedures for timekeeping, billing, and expense tracking.
- Processes payments in accordance with the Firm’s policies and schedules for accepting payments.
- Manages the retainer/trust accounts, auto-replenishment, and installment payments.
- Monitors timeliness of payments and contacts clients whose payments are not timely received.
- Accepts payments or negotiates payment plans or installment plans in accordance with Firm policies and procedures.
- Obtains approval from Controller/Administrator/Owner prior to committing the Firm to a non-standard agreement.
- Oversees A/R collections and case withdrawal process.
- Advises Controller/Administrator/Owner of clients who will not pay and have A/R older than one billing cycle.
- Initiates the first phase of A/R collections calls in accordance with Firm policies and procedures.
- Manage withdrawal process based on the Client Non-Payment and Collections Policy and Procedures.
- Notify Legal Team when withdrawal from a case is necessary; gathers red rubberband files and updates case management system.
- Works with clients to address questions and concerns related to billing and payment and provides customer service to resolve issues and save relationships.
- Works with the client, Merchant Service Provider, and credit card company to resolve disputes and requests for “charge back” or refund. Issues refunds with the express approval of the Owner.
Education and Experience:
The Billing Specialist must be able to demonstrate proper grammar, proof-reading, critical thinking, and business writing.
The Billing Specialist will have at least two years’ experience as an assistant in a professional service business, preferably in a law firm.
The Billing Specialist will be organized and efficient, comfortable with various types of accounting software, and demonstrate proficiency with MS Office.
Job Type: Full-time
Pay: $20.00 - $23.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Remote
$ads={1}
$ads={2}