The Billing and Finance Support Centre (BFSC) supports billing, accounting and matter management functions of Firm offices around the world. Through standardization and technology updates, BFSC has continued to provide efficient and quality finance services across the Firm.
Primarily involved in handling matter management functions for the local office. He/She will need to become familiar with the law firm environment and the B&M matter intake rules and processes, particularly the local office matter intake structure and operations.
Process registration or opening of record for new client of the Firm or additional legal case (known as matter) for an existing client. This includes assisting in the identification of possible conflicts of interest, reviewing supporting documents, responding to queries related to client or matter registration, and submitting the registration for approval through the Client Matter Intake System of the Firm.
Process maintenance forms to update the record of existing clients and/or matters.
Ensure all registrations processed are in compliance with Firm policies and procedures.
Maintain and update records of client information in the Elite Legal Billing software.
Prepare and generate reports as requested by the local office, Team Leader or Supervisor.
Excellent English communication (verbal and written)
Keen attention to detail and effective organizational skills
Effective time management ability and prioritization essential to meet deadlines
Ability to establish and maintain effective working relationships
Ability to think analytically
Ability to produce quality results under significant time constraints.
Exceptional ability to work and produce results within a group as well as individually
Willingness to do what is necessary to complete assigned tasks.
Preferably with knowledge in SAP and Intapp Open systems.
Experience in handling matter intake for a professional services firm, a significant advantage
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases