BJM Group

Collections

• Manage and reduce the firm’s outstanding accounts receivable portfolio
• Prepare and issue client invoices
• Review work in progress with each branch administrator weekly to ensure accurate billing
• Distribute client invoices accurately and timely
• Maintain accurate billing records and client account information in practice management software
• Post client payments to the appropriate accounts daily
• Monitor accounts receivable balances and identify past-due accounts
• Conduct assertive, professional, and timely follow-up with clients regarding outstanding balances
• Make collection calls and send collection emails or correspondence
• Drive resolution of high-dollar, aged accounts receivable, prioritizing accounts by balance and risk
• Escalate non-responsive or disputed accounts through formal collections processes, including certified demand letters and referral to outside legal counsel
• Provide at least weekly reporting to the CEO and Branch Manager on outstanding balances, collection activity, and aging trends
• Recommend and help implement improvements to collections policies and procedures
• Research and resolve billing discrepancies, payment issues, and account questions
• Work with accountants and Branch Managers to resolve client billing concerns
• Process authorized billing adjustments, credits, refunds, and other account changes
• Reconcile client accounts and maintain accurate accounts receivable records
• Review aging reports and provide updates on outstanding receivables
• Maintain organized documentation of collection activities and client communications
• Assist with monthly and recurring billing processes
• Identify potential billing or collection issues and communicate them to management
• Maintain confidentiality of client financial information and company records
• Provide courteous and professional customer service to clients
• Assist accountants and staff with billing-related questions and administrative needs
• Utilize accounting, billing, client management, and other software applications
• Perform organizational and administrative tasks as requested
• Perform other relevant duties as assigned

Billing and Collections Specialist