Research, prepare, and submit billing appeals in response to client audit reductions, billing disputes, or insurance carrier deductions.
Manage attorney/client billing cycles, including pre-bills, edits, revisions, and final invoice submission.
Review invoices for accuracy, billing compliance, client guidelines, and time entry quality.
Monitor and resolve billing discrepancies, rejected invoices, write-offs, and outstanding balances.
Prepare, track, and submit billing appeals related to audit reductions, insurance carrier deductions, and client billing disputes.
Maintain organized billing records, reporting, and account status updates for the managing partner.
Serve as a liaison between attorneys, accounting, clients, carriers, and third-party billing vendors.
Prioritize and manage high-volume requests in a fast-paced legal environment with competing deadlines.
Assist with calendar coordination, follow-up items, and administrative support related to client account management.
Generate reports and provide insight into billing trends, collections, aged receivables, and account performance.

Experience with Expert Billing Software and Aderant or comparable billing software.
Strong attention to detail with a high level of accuracy in billing and financial documentation.
Exceptional organizational and prioritization skills with the ability to manage multiple deadlines simultaneously.
Ability to anticipate needs and proactively support a high-volume, fast-paced managing partner.
Strong written communication and professionalism when interacting with attorneys, clients, and carriers.
Experience with legal billing, insurance defense billing, e-billing platforms, or carrier billing guidelines preferred.
Ability to problem-solve, research discrepancies, and independently drive issues to resolution.
Proficiency in billing/accounting software, Excel, and legal practice management systems.
Strong organizational and communication skills with a high level of attention to detail.
Computer skills, particularly experience in Microsoft Word and Excel.
Ability to work independently with little or no supervision.
Ability to handle multiple projects and respond quickly to changing priorities.

Client Account Specialist

Key skills