Billing Specialist at Petrelli Previtera

Are you a detail-oriented and highly organized professional with a passion for billing processes and legal documentation? Do you thrive in a fast-paced, deadline-driven environment and enjoy playing a key role in ensuring billing operations run smoothly? Join us at Petrelli Previtera as a Billing Specialist and become an integral part of our mission to provide exceptional service and results to our clients.

At Petrelli Previtera, we're seeking a Billing Specialist with a strong understanding of legal invoices and a solid background in billing practices within a law firm. As a growing, nationally recognized family law firm, you'll support our attorneys and clients by ensuring efficient and accurate invoice preparation, client communication, and administrative support.

Why This Role Matters:

This role is essential in delivering accurate, timely, and transparent billing, but it goes beyond just invoicing. It's about empowering our attorneys and paralegals with the resources they need to have productive, informed conversations with clients. You will play a key role in supporting our legal teams, streamlining processes, and maintaining a clear line of communication with both attorneys and clients regarding billing.

Key Responsibilities:

• Invoice Preparation and Submission: Conduct a comprehensive review of client invoices using firm-approved billing software. Ensure that all invoices are accurate, complete, and compliant with client agreements and billing guidelines. This includes reviewing both hourly and flat-fee billing structures, as applicable, to ensure proper and thorough billing practices are followed.

• Error Handling and Corrections: Perform a detailed daily review to identify any billing errors in dictated reports or progress notes. Forward discrepancies to the relevant teams for corrections and track progress to ensure timely resolution. Collaborate with attorneys and administrative staff to resolve any errors promptly, ensuring that the billing process remains accurate and comprehensive at all stages.

• Familiarity with Legal Invoices : Maintain a thorough understanding of the nuances of legal invoices, ensuring proper categorization of time entries, expenses, and disbursements according to legal billing standards.

• A/R Correspondence and Documentation : Work A/R correspondence, keeping accurate logs of all communication and payment statuses. Maintain an updated A/R log to track the progress of outstanding payments.

• Assist Clients and Attorneys : Communicate with attorneys and clients to address billing questions and obtain missing billing information. Proactively resolve any disputes or questions related to invoices.

• Work with Legal Teams : Work with legal teams to ensure that billing statements reflect all charges accurately and comply with legal guidelines. Ensure attorneys are aware of all billing issues that need attention.

Qualifications

Skills & Competencies:

• Strong Billing Knowledge : Solid understanding of standard accounts payable concepts, practices, and procedures, particularly in legal billing processes. Knowledge of family law billing practices and familiarity with common billing structures in the legal industry, such as hourly, flat-fee, and retainer-based billing is a bonus!
• Client-Focused Service : Exceptional interpersonal and communication skills, both oral and written. Ability to clearly explain complex billing issues to clients and internal teams in a professional and approachable manner. Skilled in addressing concerns, providing clear billing summaries, and managing sensitive client relationships with professionalism.
• Attention to Detail and Organization : Strong attention to detail and excellent organizational skills are required for accurate billing, collections, and A/R management.
• Self-Starter with Initiative : Ability to work independently. A proactive approach to resolving issues, following up on unpaid accounts, and identifying opportunities for process improvement.
• Problem-Solving Skills : Strong problem-solving skills and the ability to identify and address billing issues before they escalate. The ability to think critically and apply good judgment to complex billing scenarios.
• Team Collaboration : Ability to establish and maintain effective working relationships with all levels of the organization, including attorneys, paralegals, administrative staff, and clients. Collaboration is key to ensuring smooth billing processes and efficient workflows across departments.

Education & Experience:

• 2+ years of experience in billing or comparable accounting environments, ideally within a law firm or legal environment. Experience with family law billing practices is highly desirable.
• Candidates must have familiarity with artificial intelligence (AI) and demonstrate the ability to leverage AI technologies to develop bots or tools that enhance operational efficiency.
• Proficiency in legal billing software is highly preferred.
• Advanced computer skills are required, including a deep proficiency in Excel and the ability to quickly adapt to and master new software applications.
• Collection experience in a legal setting is a plus.

Why Join Petrelli Previtera?

We offer a base salary ranging from $50,000 to $70,000 with additional earning potential. In addition, we provide 100% employer-paid medical, dental, and vision coverage, short- and long-term disability, life insurance, a 401(k) with company match, PTO, and more! More importantly, you'll be joining a close-knit, mission-driven team that values collaboration, professional growth, and a commitment to excellence in family law.

About Us:

Petrelli Previtera was founded in 2017 with a mission to redefine the divorce experience and inspire a lifestyle reset that leaves our clients feeling energized, empowered, and optimistic. We pride ourselves on helping our clients transition from Chaos to Clarity, empowering them to begin living the future they desire. Since our inception, we've been recognized on the INC. 5000 list of the fastest-growing companies in the U.S. and locally by the Philadelphia Business Journal. We are committed to providing the best service for our clients and fostering an environment of team building and professional development.

Petrelli Previtera values excellence through diversity. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, marital status, sexual orientation, gender identity, disability, or any other category prohibited by local, state, or federal law.