Summary

The Billing Specialist prepares client invoices for services provided. Performs all tasks related to financial processing, including accounts receivable and accounts payable.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Reviews billing sheets from colleagues to create invoices for all jobs within their Business Unit.
• Consolidates data concerning the provision of services into invoices with correct prices, amounts, and descriptions. Determines appropriate charges for work performed utilizing structured rate tables and previous billing guidelines.
• Transmit invoices to clients electronically or via mail.
• Creates consolidated summaries of invoices as required to satisfy customer data requirements.
• Responds to customer inquiries about invoices and pricing as needed.
• Performs the day-to-day processing of accounts payable transactions to ensure that municipal finances are maintained in an effective up to date and accurate manner.
• Verifies payable transactions comply with the financial policies and procedures of the company.
• Maintains updated vendor files, file numbers, and listings for accounts payable.
• Responsible for accounts receivable in assisting the collections department with customers and updating Salesforce software with the result as needed.
• Collaborates with the accounting department to identify and implement process improvements.
• Safeguards confidentiality of the medical records and complies with all local, state, and federal laws pertaining to medical records. Assures compliance with all HIPAA regulations concerning use, retrieval, storage and sharing of medical records.
• Any other duties of a similar or lesser nature as required.

Competencies, Skills And Abilities

• Attention to detail is a must.
• Ability to read and understand vendor invoices.
• Working knowledge of Microsoft Office.
• Solid understanding of various software programs including Salesforce.
• Must be a positive team player and be able to communicate with team members.
• Able to manage difficult or emotional customer situations; responds promptly to customer needs. Focuses on solving conflict, not blaming.
• Ability to multi-task is required.
• Accept directions well.
• Manage your time wisely.
• Flexible schedule and availability to work occasional overtime as required.
• Must be able to work with deadlines and work well under pressure.
• Excellent attendance and punctuality is a must.
• A certain degree of creativity and latitude is required.

Education / Experience

• High school diploma or equivalent required. Bachelor’s degree preferred.
• One to two years of related work experience and/or training, or an equivalent combination of education and experience.
• Previous experience in a court reporting agency, litigation support vendor or law firm experience a plus.
• Constantly strives to achieve excellence in day-to-day operations of respective department.
• Works collaboratively with all members of management to resolve departmental and organizational challenges expeditiously, economically, professionally and with minimum disruption to the practice.
• Experience working in a multi-function, multi-geography environment preferred.

Supervisory Responsibilities

The Billing Specialist has no supervisory responsibilities.

Language Skills

Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

CERTIFICATES, LICENSES, REGISTRATIONS

None

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

Travel Requirements

This position does not require travel.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.

AAP/EEO STATEMENT

Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

EOE Employer/Vet/Disabled.

If you require reasonable accommodation in the application process, please contact Human Resources at HRDept@lexitaslegal.com for assistance. All other applications must be submitted online.

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