Billing Specialist - This position can be located on-site in either Albany, NY, or Saratoga Springs, NY, depending on candidate preference. Compensation - $45,000 - $55,000 annually. Growth, growth, and more growth! A collaborative team! Summer Friday program! A focus on work-life balance! Competitive salaries, incentives, and bonus structure! Career advancement opportunities! Employee success and client experience is #1! See why The Colwell Law Group is consistently voted as top law firm! • Voted as one of the Best Places to Work in the NY Capital Region for 2023! • Ranked as one of America’s Top Law Firms 500 5 years in a row! • Ranked as one of America’s Fastest Growing Companies by INC5000! The Colwell Law Group, LLC (“CLG”) has been delivering exceptional legal services to the Capital Region and surrounding counties for two decades. Our outstanding reputation has been earned through close collaboration with clients, understanding their legal needs, prioritizing their objectives, and guiding them towards success. At CLG, we represent clients with a team-oriented approach that capitalizes on the strengths and extensive experience of our legal team. This collaborative strategy enables us to consistently achieve positive outcomes and add significant value to clients' cases. At CLG, clients benefit from a legal team, not just an individual attorney, all dedicated to upholding the firm's core values: • Compassion • Leadership • Grit Responsibilities: • Review client accounts to generate and send client invoices on a weekly basis. • Reviews the accounts receivable report and reaches out to clients to collect payments for any open invoices, facilitating payment plans if necessary. • Reviews calendar and collaborates with attorneys to ensure there are enough funds on account for upcoming legal services. • Reconciles and posts client payments from the credit card processing system to the practice management software. • Answers any client phone calls and emails pertaining to invoicing and payments. • Updates client notes in the practice management system with all collection attempts and internal directives from attorneys and management staff. • Posts customer payments by recording cash, checks, and credit. • Resolves collections by examining customer payment plans, payment histories, and credit lines. • Summarizes receivables by maintaining accounts, coordinating, and verifying totals with the legal and finance departments, and preparing relevant reports. • Other duties as assigned by the Chief Financial Officer. Qualifications: • Experience with Microsoft Office Suite and advanced experience in Microsoft Excel is preferred. • Accuracy, diligence, analytical skills, organization, data entry, general math skills, case management software, thoroughness, critical thinking, and problem-solving. • Can work independently and exercise judgment to escalate important billing matters appropriately. • Maintains the ability to remain strictly confidential when managing sensitive financial information. • Excellent written and verbal skills, as well as data and analytical skills. • Maintains the ability to communicate effectively and professionally with clients, attorneys, and members of the management team. • Has the ability to meet expectations in a deadline-driven environment. • A minimum of one (1) year of administrative, billing, finance, accounting, or customer service experience. • A minimum of one (1) year of prior law firm or service-based business with billing and collections experience is preferred but not required. • A minimum of a high school diploma is required; an associate or bachelor’s degree in an applicable field is preferred. Compensation: $45,000 - $55,000 annually.

• Review client accounts to generate and send client invoices on a weekly basis. • Reviews the accounts receivable report and reaches out to clients to collect payments for any open invoices, facilitating payment plans if necessary. • Reviews calendar and collaborates with attorneys to ensure there are enough funds on account for upcoming legal services. • Reconciles and posts client payments from the credit card processing system to the practice management software. • Answers any client phone calls and emails pertaining to invoicing and payments. • Updates client notes in the practice management system with all collection attempts and internal directives from attorneys and management staff. • Posts customer payments by recording cash, checks, and credit. • Resolves collections by examining customer payment plans, payment histories, and credit lines. • Summarizes receivables by maintaining accounts, coordinating, and verifying totals with the legal and finance departments, and preparing relevant reports. • Other duties as assigned by the Chief Financial Officer.