This position works closely with our attorneys, clients and other Accounting Team staff, thus candidate must be comfortable communicating with senior level Partners as well as clerical staff. This position also entails working closely with clients to help facilitate timely payments and pay old debt. Qualified candidates should enjoy working independently as well as being part of a cohesive team. Candidates should have solid writing and verbal skills.
Essential Job Functions:
- Performs in depth research to resolve client inquiries, errors, & complaints
- Prepares and submits client write-offs
- Back-up to cash receipts
- Post daily EFT receipts
- Assists billing specialists to determine electronic billing adjustments and application of unallocated funds
- Review and address unallocated balances on quarterly basis
- Maintains thorough, well organized accounts receivable files
- Assists with client overpayments and prepares documentation to request refunds or application to other outstanding balances
- Composes letters in regards to overpayment as needed
- Prepares monthly and year end collection reports
- Generates and mails monthly reminder statements
- Initiates collection efforts on past due accounts, including communication with customers via telephone, fax or email in order to monitor and collect funds owed
- Records all communications in the A/R system
- Develops and maintains working relationships with billing attorneys, secretaries, management, clients and the firm’s COO which requires strong interpersonal communication skills, both written and verbal
- Provide collections support to assigned Partners
- Follow up on aged accounts receivables
- Prepare various reports for clients and Partners in connection with AR
- Review client payments for appropriate allocation as needed
- Work with Revenue Group and Partners to resolve unidentified payments
- Process miscellaneous revenue adjustment batches in 3E
- Review client accounts for short pays and process adjustments, as appropriate
- Performs other ad-hoc duties
- Essential Skills and Knowledge
- Strong Excel skills
- Knowledge of Enterprise / 3E