Billing Coordinator
As a member of the Accounting Department, the Billing Coordinator supports the billing function for assigned practice area and / or office(s). The Billing Coordinator assists with distribution of monthly Proformas; works closely with attorneys in the review and editing of Proformas (hard-copy and paperless), initiates transfers, write-down requests, and markups prior to submitting to assigned Billing Specialist. The Billing Coordinator reviews finalized invoices to ensure accuracy before sending. They prepare cover letters and / or other reports needed to accompany outgoing invoices. They review and provide billing supporting documentation as required, including requested expense documentation. They send all invoices to appropriate recipients along with any required reports or spreadsheets via email or mail. The Billing Coordinator researches and responds to internal and external billing inquiries in a timely manner. They identify billing inaccuracies and work with appropriate personnel to resolve any issues. They assist Collection team members, billing attorneys, and clients with resolution of unpaid invoices, including those with discrepancies. The Billing Coordinator provides customer service as client / attorney liaison. They proactively work with all accounting teams to accomplish tasks as required. They monitor work in process and follow up with attorneys, as necessary. They review documents and records to compile information for compliance with client guidelines, fee arrangements per engagement letters or other agreement terms. They assist with requesting refund checks to clients as needed. They maintain and adhere to client and attorney billing notes in portal. They review billing rates to ensure compliance with client agreements and annual rate increases. They review aged / unbilled work in process and provide status updates to Billing Supervisor. They review newly opened client matters for assigned billing attorneys with electronic billing to determine if access to the matters has been granted by the clients. They verify accuracy of billing records, notices and statements for disbursement. The Billing Coordinator ensures that all tasks are completed in accordance with Firm and client billing guidelines and policies. They adhere to all firm policies, procedures, standards and guidelines while maintaining confidentiality.
Collaboration and Teamwork : Work proactively assisting the billing specialists and attorney teams to accomplish tasks. Adhere to all firm policies, procedures, standards and guidelines while maintaining confidentiality.
Additional Functions : Other related duties, as assigned.
Qualifications (Experience, Knowledge, Skills and Abilities) : Education : Associate's Degree in accounting, finance, information technology or other qualitative field of study preferred; applicable work experience will be considered in lieu of a degree. Experience : Minimum of two years' related experience at a law firm or legal department preferred. Knowledge, Skills, & Abilities : Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven, detail-oriented work environment utilizing excellent judgment, and decision-making skills. Technical skills including proficiency in Microsoft Office Suite, Adobe and time and billing software. Ability to work in a fast-paced, high-pressure environment. Demonstrates initiative and ability to work independently. Ability to streamline and summarize data, find solutions to various administrative problems and prioritize work. Strong verbal and written communication skills. High level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy. Strong organizational skills to manage workload. Ability to maintain highest level of confidentiality and provide outstanding customer service to internal and external clients / contacts.
Work Environment & Physical Demands : This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers. Physical Requirements : Sedentary work : Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties. Visual Acuity : Worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
Billing Coordinator • Charlotte, NC, US