Billing & Account Coordinator
New
C
Cage & MilesFamily Law
Location: California, Monday – Friday from 8:30 a.m. – 5:00 p.mFull-TimeMiddle
Salary22 - 26 USD per hour
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Job Details
- Required Skills
- Microsoft ExcelMicrosoft OfficeCustomer serviceAccount Management
Requirements
- Experience in customer service, account management, collections, billing, or similar client-facing role.
- Excellent verbal and written communication skills.
- Strong emotional intelligence and ability to navigate sensitive conversations.
- High level of organization and attention to detail.
- Ability to manage a high volume of client matters and prioritize competing demands.
- Proactive and resourceful approach to problem-solving.
- Comfort discussing financial matters including retainers and outstanding balances.
- High school diploma or equivalent; college education in business, accounting, or finance preferred.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Experience with Clio, Super Set, or similar account management systems is a plus.
Responsibilities
- Manage a portfolio of client matters, ensuring accurate billing, collections, trust balances, and account activity.
- Monitor accounts to identify outstanding balances and upcoming financial needs.
- Partner closely with attorneys and paralegals to communicate account status and resolve financial matters.
- Proactively communicate with clients by phone, email, and text regarding billing, payments, and account concerns.
- Take ownership of assigned tasks from start to finish using firm systems.
- Maintain precise, audit-ready documentation while ensuring confidentiality.
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