Description
Ensuring monthly processing of proformas and credit notes are completed within given deadlines; effective internal and external client query resolution to minimise lock up days; monitoring for inaccurate / missing file data and updating as necessary to ensure bills meet client requirements.
Key Responsibilities
* Responsible for the processing of proformas, matter management and query resolution of specific clusters / clients and have a clear understanding of working practices within these areas.
* Building strong working relationships with all levels of colleagues across the Group.
* Liaising with Partners, lawyers and Practice Managers to resolve queries, feedback suggested process improvements and escalate potential issues.
* Investigating errors on proformas to ensure overall compliance with client billing protocols, VAT charges and billing templates.
* Understanding client billing requirements – resolving and updating inaccurate / missing data on files as necessary.
* Preparing billing schedules and accompanying documentation, utilising reports via the Finance Self-Service Reporting Suite.
* Processing reversals and credit notes, tagging the reason for action taken so analysis can be used to target poor performance.
* Meeting SLA targets for billing and query resolution.
Skills, Knowledge and Expertise
* Experience in a billing environment, preferably in the law sector.
* High quality work with a focussed internal and external client service approach.
* Must be highly organised with the ability to effectively manage a constantly changing workload under pressure, meeting demanding processing targets and adhering to service standards.
* Able to work unsupervised and on own initiative with a pro-active and flexible approach.
* An ability to communicate effectively with internal and external clients.
* A good knowledge of Microsoft Office packages especially Excel and Word.
Additional Information
As a Disability Confident Scheme employer, we’re committed to providing an inclusive and accessible recruitment process. If you need any reasonable adjustments at any stage (including the application, assessment or interview process), please contact recruitment@dacbeachcroft.com in confidence with the vacancy reference in the subject line, and we’ll be happy to help.
We are happy to talk flexible working with our Flex Forward scheme. We would encourage you to talk to us about our approach to flexible working during the hiring process if you would like to explore this further.
Note for Recruitment Agencies
DAC Beachcroft manages all vacancies via our in-house recruitment teams, prioritising direct sourcing and referrals. When external support is required, roles are released to selected agencies on our Preferred Supplier List (PSL).
Speculative CVs sent to any DAC Beachcroft employee without prior instruction from our recruitment teams (LLP and CSG) will not be accepted, and no fees will be payable.
For PSL queries, please contact: recruitment@dacbeachcroft.com or csgrecruitment@dacbeachcroft.com
We are a leading international legal business with over 3,000 colleagues and a diverse range of capabilities. We are market leaders in insurance, health and real estate but with a full-service offering, including growing Financial Services and Tech capabilities. We represent a wide range of clients – from household names to government departments and NHS bodies. We act for nearly all of the top-20 UK and global insurers, we're market leaders in the provision of strategic, commercial and regulatory advice to providers and commissioners in the health sector, and in real estate we advise all of the UK’s top-five housebuilders.
We are a fast-growing international business with offices around the globe. In addition to our 11 UK offices, we also have offices in Bogota, Buenos Aires, Dublin, Lima, Los Angeles, Hong Kong, Madrid, Mexico City, Milan, New York, Paris, Rome, Santiago de Chile, and Singapore plus a representative office in Miami and broad network of affiliations across the globe.
At DAC Beachcroft we are committed to and recognise the importance of equity, diversity and inclusion across the board, including and beyond the protected characteristics. We take decisions based solely on merit. We value, welcome and seek out people with different backgrounds and life experiences, perspectives, beliefs, ways of thinking and identities.