Kaufman Dolowich LLP
Posted 5 days agoVerified live 1d ago
Financial Services Representative
Brief overview
Remote
UndergradOr in progress
$65k–$85k/yrStated range
3+ yrsMinimum
CollectionsProfessional Services AccountingInsurance Carriers and SIRs/DeductiblesBillBlastAderantMicrosoft Excel VLOOKUPMicrosoft Excel Pivot Tables
About the company
Kaufman Dolowich LLPkaufmandolowich.com
Kaufman Dolowich LLP is a leading national law firm representing clients across a wide range of industries in key practice areas, including labor and employment, directors and officers liability, professional liability, commercial litigation, insurance coverage and litigation, data privacy and cybersecurity, consumer financial services, real estate, general liability, and construction law.
Job description
Summary
Kaufman Dolowich LLP is seeking a Financial Services Representative to join its team. The role develops and executes collections strategies, resolves payment and billing issues, monitors electronic billing submissions, and collaborates with attorneys, staff, clients, and management in a fully remote environment.
Responsibilities
- Review and reconcile billing, AR, WIP data to identify discrepancies, assess risk, and support collections
- Develop and implement collection strategies to improve cash flow and reduce outstanding receivables
- Communicate with clients regarding outstanding invoices, payment status, and billing inquiries
- Investigate and resolve billing issues, payment disputes, and account variances
- Monitor electronic billing submissions and prepare AR and collections reports
- Maintain accurate account records, collection notes, and follow-up activities
- Negotiate payment arrangements and escalate issues as needed in accordance with firm policies
- Collaborate with management and internal stakeholders to improve processes and support departmental initiatives
- Perform additional duties and special projects as assigned
Skills
- Bachelor's degree and/or equivalent experience with college-level accounting coursework
- At least 3 years of collections experience in a professional services firm
- Strong attention to detail, ability to work independently, and excellent follow-through
- Strong analytical skills; intermediate Excel skills (V-Lookup, Pivot Tables) required
- Excellent communication skills and the ability to interact with attorneys, staff, and clients
- Strong ability to multi-task, prioritize, and manage competing deadline
- Experience with insurance carriers and knowledge of SIRs/deductibles strongly preferred
- Experience with BillBlast and Aderant highly preferred
Qualifications
Must Haves
- Bachelor's degree and/or equivalent experience with college-level accounting coursework
- At least 3 years of collections experience in a professional services firm
- Strong attention to detail, ability to work independently, and excellent follow-through
- Strong analytical skills; intermediate Excel skills (V-Lookup, Pivot Tables) required
- Excellent communication skills and the ability to interact with attorneys, staff, and clients
- Strong ability to multi-task, prioritize, and manage competing deadline
Nice to Haves
- Experience with insurance carriers and knowledge of SIRs/deductibles strongly preferred
- Experience with BillBlast and Aderant highly preferred
Benefits
- Fully remote position
- Comprehensive Total Rewards package
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