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Client Accounting Specialist job

Excel PartnersNew Haven, CT
Excel Partners jobs



Job Description

Job Description


This person will actively oversee aged client accounts receivable, communicate with attorneys and client accounts manager on the status of accounts, establish payments arrangements or resolve billing queries, provide invoice copies as requested by clients and attorneys and review and chase accounts until payment, escalated or written off.


  • Maintain client account collection activity records in tracking software
  • Regularly communicate account status with the accounts manager and attorneys
  • Prepare and distribute various A/R reports to attorneys
  • Process reminder notice exemption requests and, as needed, reminder statements
  • Assist with information requests, account reconciliations or other financial analyses required by the Client Accounts Manager, attorney or other finance manager
  • Escalate trouble debts to the client accounts manager that it be sent to the credit committee for review and supervise the progression of the account to resolution
  • Process approved write-off requests
  • Communicate promptly to the collection manager extraordinary events which may require his/her involvement, such as:
    • Any large value client collection problem
    • Any client inquiry that cannot be addressed by the client account specialist
    • Any client dispute, especially those that are sensitive or confrontational
    • Attorneys who do not cooperate with collection efforts
    • Client or attorney complaints which may involve you at any level


  • At least 3-5 years of relevant work experience
  • Bachelor’s degree preferred
  • Excellent written, verbal and organizational skills required
  • Proficient user of CreditForce or similar collection software as well as Microsoft Excel required
  • Experience with Elite Enterprise is preferred


  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  • Perform administrative tasks, such as maintaining records and handling policy renewals.


  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • SpeakingTalking to others to convey information effectively.


  • Administration and ManagementKnowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • Sales and MarketingKnowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • MathematicsKnowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Excel Partners


1 to 50 employees


$1M to $5M


Stamford, CT


Business Services



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