Generate draft invoices for professional review: Prepare draft invoices for professionals to review.
Make edits and revisions: Apply changes and revisions based on professional requests and in compliance with client billing guidelines and contracts.
Prepare invoices: Finalize invoices and ensure distribution to the internal team or client via email or e-billing platforms.
Provide supporting documentation for disbursements: Supply supporting documents for expenses to accompany invoices when needed.
Assist teammates during peak periods: Support billing teammates during busy periods and coordinate with the accounting department to resolve billing issues.
Maintain and update billing information sheets: Ensure billing records are regularly updated.
Respond accurately to client/matter billing inquiries: Provide timely and accurate responses to billing-related questions from clients or internal teams.
Ensure successful submission of e-bills: Submit e-bills through client portals.
Analyze billing rejections, denials, and overdue accounts: Investigate and resolve outstanding billing issues.
Manage file list: Track missing budgets and file closures.
Prepare client reports as needed: Generate client-specific reports upon request.
Review and follow up on overdue client accounts: Monitor and follow up on outstanding receivables when necessary.
Respond promptly to internal/external requests: Ensure timely responses to all inquiries.
Ad hoc projects: Participate in special projects as required.

Minimum of 1 year of office work experience with a preference for billing experience
Experience in a law firm or professional services environment is highly desired
Excellent customer service and communication skills
Basic knowledge of accounting principles, practices, and procedures
Proficiency in MS Office applications, especially Excel
Strong attention to detail
Client service-oriented and a team player
Willingness to learn, grow, and take on new responsibilities as needed
Ability to thrive in a high-volume, fast-paced environment

Billing Specialist

Key skills