Fulfillment Associate

The Fulfillment Associate for Wolters Kluwer will be responsible for performing Legal Bill Analysis (“LBA”) in the Legal Bill Analysis Center of Excellence (“LBACOE”).

The Fulfillment Associate will provide guidance to business unit partners regarding issues or opportunities within the LBA process.

Essential Responsibility
- Efficiently and accurately review legal invoice entries.
- Receive legal invoice assignments from the Operations Support Specialist and/or work the intake queue for self-assignments.
- Verify the compliance to legal billing guidelines by law firms and vendor submitting invoices.
- Verify the accuracy of the UTBMS task codes (Fee, Activity and Expense codes) applied to invoice line items.
- Document reasons for any adjustments made to invoice line items, identifying the billing guideline violated and the rationale for the amount adjusted.
- Forward the audited legal bill through the review chain as required.
- Communicate and calibrate with Legal Invoice Analyst and Quality Assurance Analyst team members.
- Excellent ability to review, analyze and evaluate legal fee and cost/expense invoice entries and to exercise discretion and sound judgment when making audit and adjustment decisions.
- Strong understanding of legal terminology and claims legal situations, multijurisdictional exposure preferred.
- Self-motivated with an ability to work independently and with very limited supervision after training.
- Excellent computer skills with the ability to learn the electronic legal bill submission and auditing software.
- Sound command of the English language
- grammar, syntax and style - including an understanding of the conventions of punctuation and capitalization
- Excellent spelling and proofreading skills.
- Effective communication skills - ability to obtain information from others and deliver information to others orally and in written form.
- Organizational skills, including the ability to organize work in an orderly fashion conducive to the prompt, efficient review of an appropriate number of legal invoices in a given day or time period.
- Familiarity with common business math and possess appropriate business telephone skills.
- Ability to carry out detailed written or verbal instructions; ability to respond to requests effectively and efficiently.

JOB QUALIFICATIONS

Education

Minimum: Paralegal Certification or Bachelor’s Degree in legal related discipline and/or equivalent work experience.

Experience, Knowledge and Tools

Minimum Experience: 1-3 years of experience in a legal services or legal auditing environment, including:

- Experience with legal billing processes. Preferred.
- Firm understanding of the federal and/or state rules of civil procedure.
- Prior experience with Data Analytics, AI product development, Automation is preferred

Required Competencies:

- Communications: Strong arbitration and organizational skills are critical to being successful in this role. Strong communications skills and the ability to organize and motivate team members in a matrix environment are essential.
- Team Work: Must work collaboratively with people within LBACOE and throughout the entire WK organization, while providing constructive feedback to LBACOE from the BUs.
- Problem Solving: Capable of independent thinking and rendering sound decisions. Astute at identifying and engaging the necessary resources to help in decision making. Takes quick actions to identify and resolve the cause of any problem. Proactive in nature.
- Leadership: Exhibits individual control over day to day responsibilities as well as the ability to work collaboratively with other BUs to produce results.
- Planning and Organizing: Must be able to implement plans with the purpose of achieving short and long term goals. Must be able to prioritize in order to accomplish these goals in a given time period.
- Technology: Has the ability to partner with experts in the technology field to identify technology gaps and requirements necessary to develop position and impactful solutions.
- Learning: Ability to acquire new or modify existing knowledge to support a changing market place and workforce. Can demonstrate a capability to learn by study, experience, or instruction.
- Initiative and Enterprise: Is self-directed and has the ability to translate ideas into action and get things done.

Tools:

- Microsoft Office Suite ( Word, Excel, PowerPoint, Outlook)