Billing Specialist

POSITION: Billing Specialist

FLSA STATUS: Non-Exempt

DEPARTMENT: Revenue Services

SUPERVISOR: Billing Manager

SUMMARY:

The ideal candidate will have a minimum of two years of billing experience within a law firm environment. This individual must be a proactive self-starter with strong organizational skills and the ability to manage multiple tasks and projects simultaneously. Success in this role requires the ability to prioritize effectively, adapt to a fast-paced and evolving work environment, and demonstrate a solid understanding of standard billing concepts, practices, and procedures. The candidate should be capable of taking full ownership of assigned responsibilities and will report directly to the billing manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES            

• Execute billing functions leading to the generation of client invoices, including reviewing prebills, adjusting time and disbursement entries, editing billing details, and applying prepayments and trust funds.
• Generate, post, and distribute invoices to clients and attorneys in a timely and accurate manner.
• Maintain and update firm billing databases, ensuring accurate entry and retrieval of client-related billing data.
• Collaborate closely with attorneys and colleagues to address billing-related matters and ensure alignment with client expectations.
• Ensure billing instructions specific to clients and attorneys are accurately maintained and consistently followed.
• Monitor unbilled work-in-progress (WIP) to support timely and efficient billing cycles.
• Create spreadsheets and reports by analyzing data from financial systems and dashboards to support billing operations and decision-making.
• Participate in the implementation and execution of special billing projects as assigned.
• Adhere to departmental policies and procedures to ensure compliance and consistency in billing practices.
• Respond promptly and professionally to billing inquiries from attorneys, secretaries, and clients, providing clear and accurate information.
• Perform additional duties and special projects as assigned by the billing manager or director of revenue services.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Prior experience with Aderant and Prebill Viewer is strongly preferred.
• Minimum of two years of billing experience in a law firm setting.
• Exceptional verbal and written communication skills.
• Ability to collaborate effectively across departments and with diverse teams.
• Strong analytical, organizational, interpersonal, and presentation skills.
• Proven ability to manage high-volume workloads in a fast-paced, deadline-driven environment.
• Proficiency in Microsoft Office, with advanced skills in Excel.
• Demonstrated ability to analyze complex issues and develop practical solutions.
• Sound judgment and discretion in building and maintaining professional relationships with attorneys and staff.
• Quick learner with strategic thinking capabilities and adaptability to change.
• Ability to work independently and as part of a team, sharing knowledge and supporting colleagues.
• Self-motivated, enthusiastic, and effective under pressure.
• Strong work ethic with a keen attention to detail and accuracy.

WORKING CONDITIONS

Normal office environment with little exposure to excessive noise, dust, extreme temperatures and the like.

ADDITIONAL INFO

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.

All employees are required to comply with BDBCB's information privacy and security requirements including its acceptable use policy. Such requirements are dictated by laws and regulations, by professional standards and by the marketplace and are directly applicable to BDBCB as well