Account Representative/Collections Billing Specialist

Law Office of Bryan Fagan • Dickenson, TX

3d

About The Position

The Account Representative at the Law Office of Bryan Fagan is the primary point of contact for existing clients and is responsible for promoting engagement, satisfaction, and retention throughout the client’s case or engagement. The role involves proactive relationship management, regular communication, conflict resolution, identifying upsell opportunities, and collaboration across functions to meet client needs. It also focuses on contract compliance, financial accountability, and transparent communication during key legal milestones.

The Account Representative serves as a dedicated liaison for active clients, monitors assigned accounts, tracks legal-service delivery, and maintains accurate financial information, case milestones, and interaction records across Clio, Google Sheets, and internal systems. The position involves substantial communication by phone, in meetings, email, letters, and text, as well as client meetings at designated case stages such as mediations, depositions, arbitrations, and trials.

Requirements

• At least 2 years of experience in customer service, client success, or account management.
• Strong verbal and written communication skills across phone, email, and text platforms.
• Proficiency with CRM and productivity tools, including Clio, Google Sheets, and internal case management platforms.
• Demonstrated ability to manage multiple accounts and prioritize effectively.
• Proficiency in Excel.

Nice To Haves

• Experience handling collections or client relations in legal, financial, or professional services.

Responsibilities

• Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement.
• Build and maintain strong client relationships by providing support, solutions, and timely updates.
• Conduct scheduled check-ins to assess client satisfaction and proactively address concerns.
• Meet with clients at designated case stages, including mediations, depositions, arbitrations, and trials, to promote transparency and understanding of legal and financial expectations.
• Communicate with clients through calls, meetings, emails, letters, texts, client portals, and secure messaging tools.
• Monitor assigned client accounts to ensure legal service delivery is on track.
• Maintain and update financial information and case milestones in Clio, Google Sheets, and internal systems.
• Document client interactions accurately in CRM and case management systems.
• Maintain client engagement through personalized communication, case-status updates, and milestone celebrations.
• Address client concerns and support conflict resolution.
• Identify upsell opportunities and collaborate across functions to meet client needs.
• Support contract compliance, financial accountability, and transparent communication with clients.

Benefits

• 401(k) with matching up to 5%.
• Medical insurance.
• Dental insurance.
• Health insurance.
• Vision insurance.
• Life insurance.
• Long- and short-term disability insurance.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed