[Hiring] Billing and Collection Specialist @Job Duck

Role Description

The Billing Specialist is the person who walks beside the client through the financial side of the hardest experience of their life. You are their guide, helping them understand where their money is going, why it matters, and how every dollar they invest connects to the outcome they're working toward for themselves and their family. You are part of their walk, connecting their payment to their goal.

Responsibilities include, but are not limited to:

• When a client says they cannot pay, walk through every available option: credit cards, personal loans, family support, employer assistance, legal fee financing programs. Explore before you accept.
• Confirm all credits, write-offs, and billing holds in writing before any related bill is finalized.
• Call every client before sending a replenishment request. No replenishment email goes out without a phone call attempt.
• Check attorney calendars for upcoming hearings, mediations, and trials. Initiate additional retainer requests.
• Produce a weekly deliverable every Friday: complaints resolved this week and complaints still awaiting attorney response.
• Provide specific dollar ranges for upcoming cost events, so the client is never surprised.
• Log every billing complaint in the tracker with a documented timestamp and route it to the responsible attorney via email.
• Keep Trust Accounts Funded and Clients Informed.
• Lead every collections conversation with a brief case update: what was accomplished, what is upcoming, how the work moves the client closer to their goal. Then address the balance.
• Maintain accounts receivable below 2% of total billings.
• Within five (5) business days of a new client retaining the firm, deliver a billing tutorial covering retainer structure, evergreen replenishment, invoice format, and what to expect at each stage of their case.
• Flag any matter below the trust threshold to the assigned attorney the same day.
• When attorneys communicate retainer reductions or billing pauses, document the instruction in Clio at the matter level the same day.

Qualifications

• 2+ years in billing, collections, or accounts receivable in a professional services environment. Law firm experience strongly preferred.
• Comfort with outbound phone calls and client-facing conversations.
• Proficiency with practice management software (Clio Manage preferred).
• Ability to read and interpret legal invoices, time entries, trust account statements, and engagement agreements.
• Strong written communication for documented escalations, client correspondence, and weekly deliverables.
• Proficiency with Google Workspace (Gmail, Sheets, Calendar, Drive).
• Prior use of LawPay, Dialpad, or Clio Grow.

Requirements

• Work Shift: 9:00 AM - 6:00 PM [EST][EDT] (United States of America).
• Languages: English, Spanish.

Benefits

• Compensation Range: 1,015 USD to 1,100 USD.

Company Description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive.

As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!