Collections Specialist

About This Role

This role on the Revenue Management Team focuses on the accurate and efficient preparation of invoices and driving the collection process. It suits a highly skilled professional with strong problem-solving and decision-making abilities who thrives in a fast-paced, deadline-driven environment.

Responsibilities

• Handle daily collection efforts, including inventory review
• Consult regularly with Billing Attorneys to review issues related to A/R and determine the best collection strategy
• Meet with Billing Attorneys monthly to review aged investment balances and provide status to local and firm management
• Prepare collection and A/R related reports for discussion with Billing Attorneys
• Reconcile accounts with special emphasis on high-risk accounts
• Evaluate and recommend best practices for collection efforts
• Contact clients regarding payments and assess the collectability of outstanding amounts due
• Review and analyze short payments and resolve them in a timely manner
• Communicate A/R information proactively and efficiently to office and firm management
• Assist with collections, AR analysis, e-bill invoice rejections, invoice resubmissions, Credit/Retainers refunds, and client calls as needed

Requirements

• Highly effective communication, analytical, and negotiation skills
• Extensive knowledge of collections
• Excellent communication skills to liaise effectively with attorneys, clients, and administrative staff
• Strong project management and organization skills
• Maintain strict confidentiality
• Ability to work independently, in an organized fashion, and manage multiple projects
• Ability to work under pressure to meet strict deadlines
• Minimum three (3) years of collections experience, preferably in the professional services industry (legal, accounting, insurance, health care)
• Proficiency in Excel
• Understanding of AI capabilities, limitations, and responsible use in a professional environment
• Familiarity with, or willingness to learn, firm-approved AI tools (e.g., Copilot, ChatGPT, or similar platforms) to support daily workflow and/or improve work quality

Nice to have:

• Bachelor
• Aderant software and Ebilling Hub experience

Benefits

• Excellent benefits package
• Discretionary bonus
• Health insurance with an optional HSA
• Short term disability
• Long term disability
• Dental insurance
• Vision care
• Life insurance