Job Duck conectează profesioniștii cu roluri de lucru la distanță, cu normă întreagă, care sprijină companii cu sediul în Statele Unite. Oportunitățile sale includ asistență juridică, marketing, suport pentru directori și gestionarea cazurilor, deservind clienți și echipe din domeniile consultanței, marketingului și activității juridice. Compania se concentrează pe sprijinirea profesioniștilor care lucrează la distanță pentru a-și construi cariere durabile de acasă, prin sprijin continuu și resurse pentru dezvoltarea profesională.
Billing and Collections Specialist
Guide legal clients through payments, retainers, and trust accounts while supporting U.S. law firms with client education, complaint tracking, and accounts receivable management.
Descriere
- Explain payment options such as credit cards, personal loans, family or employer support, and legal fee financing programs.
- Obtain written confirmation of credits, write-offs, and billing holds before finalizing affected invoices.
- Call each client before sending a request to replenish funds.
- Review attorney calendars and initiate requests for additional retainers.
- Prepare a Friday report each week on resolved and outstanding complaints.
- Share estimated dollar ranges for upcoming cost events.
- Record billing complaints with timestamps and direct them to the responsible attorneys.
- Maintain funded trust accounts and keep clients informed.
- Begin collections discussions with case updates before addressing outstanding balances.
- Keep accounts receivable below 2% of total billings.
- Provide billing tutorials within five business days of retaining a new client.
- Notify assigned attorneys the same day when a matter falls below its trust threshold.
- Record retainer reductions and billing pauses for each matter in Clio.
Cerințe
- At least two years of billing, collections, or accounts receivable experience in professional services; law firm experience is strongly preferred.
- Comfort making outbound calls and speaking directly with clients.
- Proficiency with practice management software; Clio Manage is preferred.
- Ability to read and interpret legal invoices, time entries, trust account statements, and engagement agreements.
- Strong written communication for documented escalations, client messages, and weekly reports.
- Proficiency with Google Workspace, including Gmail, Sheets, Calendar, and Drive.
- Previous experience with LawPay, Dialpad, or Clio Grow.
- English and Spanish language skills.
Beneficii
- Remote work opportunity.
- A workplace with Great Place to Work Certification.
- Recruiter guidance throughout the application process.