Job Description

The DBI team specializes in the evaluation of damaged structures. DBI’s construction experts provide independent recommendations and analysis to clients in the insurance and legal industry. Hard evidence, expertise, and accuracy drive work; communication and connection are the company’s top priorities. In a complex industry, the company’s mission is to bring clarity to every client served by DBI.

The Accounts Receivable E-Billing Associate will perform detailed analysis, and reconciliation of existing client accounts, manage payments, audit discrepancies and submit accurate invoices, as per DBI client specifications, and in compliance with financial policies and procedures. The team member is also responsible for research, resolution, and collection of delinquent customer accounts in an effort to maintain goals at or above forecast.

PRIMARY JOB RESPONSIBILITIES:

• Apply payment to projects and balance accounts (daily deposit) if needed.
• Maintain client AR status reports; billing protests/revisions; billing analysis, contact clients for missing payment updates.
• Prepare, review, and submit electronic invoices through client specific e-billing systems.
• Ensure all timekeepers have valid rates in the system before submission of invoices. (new hires, and promotional rates increases).
• Manage an average of 500+ client files monthly and collect all e-bill shares per month per client.
• Strengthen and grow relationships with existing DBI clients by delivering excellent customer service in-person, by phone, and via email.
• Uphold the values of DBI Consultants and the culture espoused by our Foundation.
• Prepare, review, and submit electronic
• Consistently demonstrates professionalism, integrity and the highest standards of ethical behavior and professional conduct; conducts oneself in a manner that reflects favorably on the organization.
• Identify, research, and resolve rejected invoices or discrepancies within billing systems.
• Maintain and update e-billing platform information, including matter setups, and client data.
• Work closely externally and internally with team members to resolve billing issues and maintain accurate client records.
• Identify write-offs and contractual descriptions upon payment.
• Maintain the confidentiality of proprietary and sensitive information, exercising sound judgment and discretion in any disclosure of information related to DBI Consultants and its endeavors.
• Commits to continuous improvement and professional development for self and team members.
• Perform all other duties as assigned.

REQUIRED QUALIFICATIONS

• Associates degree in Accounting, Business Management or other related areas of academic study is required.
• 2 (Two) to three (3) years of accounts receivable experience, preferably in the insurance industry.
• Customer focused mindset with excellent verbal and written communication skills.
• Accuracy and attention to detail required.
• Flexible and professional demeanor.

SKILLS AND ABILITIES

• High level of proficiency in Microsoft Office (Word, PowerPoint, Outlook, and, particularly, Excel).
• Ability to organize and track a high volume of data
• Experience with billing software, such as Bill Quick, Accounts Receivable software, and client software programs, such as Legal X is preferred.
• Proven understanding of basic accounting principles, the collections cycle and regulations, as well as fair credit practices.
• Aptitude for numbers.
• Ability to identify and execute new or enhanced collections processes and programs.
• Comfortable translating complex data and insights into actionable recommendations to support cross-functional decision-making and reporting.
• Capability to partner and develop relationships with all levels of internal and external DBI customers.
• Ability to work under supervision.
• Ability to multi-task and meet deadlines.
• Uses critical thinking skills and is accountable.

WORKING CONDITIONS:

Work is conducted primarily in an indoor office environment with protection from weather conditions and with exposure to noise typical of an office or administrative setting.

PHYSICAL ACTIVITIES AND REQUIREMENTS:

Work requires light lifting (10 – 15 lbs.), standing, walking, stooping, kneeling, reaching, fingering (keyboarding) and repetitive hand motion, grasping, talking, and hearing at normal speaking levels. Work requires visual acuity to read and prepare data and figures, transcribe words and numbers, view information on a computer terminal, read, operate office machines, and determine the accuracy and thoroughness of work.

The Accounts Receivable Associate is required to work in the DBI New York office from 9:00 AM - 6:00 PM in order to accommodate occasional meetings and work activities. Salary 65-75k depending on experience.

Employees receive a competitive salary plus the opportunity for two performance/profit-based bonuses.