The Collections Specialist will be responsible for managing the firm's collections efforts, ensuring timely payment of outstanding balances, and maintaining positive relationships with clients. The position requires experience in legal collections, knowledge of Clio practice management software, and a strong understanding of law firm billing procedures.
Hourly position with bonus opportunities. ONLY apply if you have Collections experience working in a law firm and Clio experience.
Essential Functions
Proactively manage and follow up on past-due accounts to ensure timely payments.
Communicate professionally with clients, attorneys, and staff regarding outstanding balances.
Develop and implement collection strategies to reduce outstanding receivables.
Maintain accurate records of collection efforts, payment plans, and follow-ups.
Work closely with the billing department to resolve disputes and clarify client invoices.
Utilize Clio to track client accounts, generate reports, and document collection activities.
Assist in identifying process improvements to enhance collections efficiency.
Ensure compliance with legal and ethical standards in collections.
Communicate with clients to request payments and arrange payment plans.
Create accurate reports of receivables, aging, etc.
Prepare, review, revise, and manage various firm accounts and statements.
Consistently demonstrate behavior that is consistent with company values.
Perform all other tasks and duties as assigned.
Qualifications
Bachelor's degree required.
Minimum of 3-5 years in accounts receivable and collections required, preferably in a professional services setting.
Experience working in a law firm or legal collection's role required.
Proficient with Clio or similar law firm billing and case management software required.
Strong communication skills and ability to handle sensitive client interactions with professionalism and discretion required.
Demonstrated organizational skills with the ability to track multiple accounts efficiently required.
Demonstrated problem solving ability; possess the capability to negotiate payment plans and resolve billing disputes effectively required.
Must have strong working knowledge of Microsoft Office Suite (including MS Word, Outlook, Excel, PowerPoint), and Adobe Pro required. Prior experience with Clio is required.
Excellent knowledge of grammar, spelling and punctuation required.
Excellent planning skills required, with the ability to shift priorities quickly without compromising deadlines or quality required.
Behavioral Competencies
Ability to write and demonstrate exceptional communication skills required.
Ability to sustain close working relationships with attorneys, colleagues, and clients required.
Ability to work independently and in a team by assisting co-workers when required.
Ability to communicate professionally and adapt interpersonal skills to a variety of audiences required.
Demonstrated strategic thinking skills and detail orientated required.
Demonstrate multi-tasking and time-management skills, with the ability to prioritize tasks required.
Ability to be resourceful, innovative and demonstrate problem-solving skills required.
Ability to demonstrate behavior on a consistent basis that supports company values.
Ability to work remote from a US residential address, if not working in a designated company office.
Expected to be available and communicative during normal business work hours with flexibility to include evenings and weekends.
Must have a professional and distraction-free workspace that is free from safety hazards.
Ability to work independently in a remote work environment