Client Account Specialist

1 month ago


Brandon, United States Virtual Full time

100% Remote

Description:

The ideal candidate for this role will act as a liaison between the Billing Attorneys, assistants, and clients to resolve client non-payment issues and improve collection realization. Additionally, this individual will collaborate with the Client Accounts Coordinators, Manager, and Financial Applications Trainer to assist with staff training.

Key Duties:

  • Communicate with attorneys, assistants, and clients regarding account matters
  • Promptly address and resolve collection inquiries and requests
  • Manage accounts for leadership attorneys and those with significant billing volumes
  • Monitor aged invoices, credit balances, and unbilled time; drive resolution
  • Conduct client outreach via email, phone, and mail to resolve non-payment issues
  • Field daily accounts receivable queries from attorneys, staff, and administrators
  • Assist in training new hires on accounts receivable processes and systems
  • Report to leadership on delinquent accounts and at-risk receivables
  • Participate in process improvement initiatives

Requirements:

  • 5-7 years in accounts receivable/collections
  • Self-motivated with strong professionalism
  • Proven ability to collaborate effectively with colleagues and managers
  • Excellent organizational, problem-solving, and time management capabilities
  • Outstanding written and verbal communication skills
  • Strong interpersonal skills and sound judgment
  • Proficient with computers and accounting software/principles
  • Advanced MS Office skills

Education:

  • Bachelor's degree preferred; relevant experience may substitute


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