Billing Representative I

Law Office of Bryan Fagan; Houston (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401K with matching

Medical Insurance

Dental Insurance

Health insurance

Vision Insurance

Life Insurance

Long & Short Term Disability Insurance

Job summary

The Law Office of Bryan Fagan is seeking an entry-level Billing/Account Support role in Houston to ensure accurate case closeout, data entry, and smooth flow of billing tasks. You will support Account Representatives and manage documentation through Clio and Cleo, contributing to timely refunds and collections.

Ideal applicants have experience with fast data entry, strong communication, and the ability to follow structured processes with minimal supervision.

Qualifications

• One or more years of experience handling high-volume data entry with accuracy.
• Strong verbal and written communication skills.
• Intermediate skills with MS Office or Google Workspace.
• Ability to follow structured workflows with minimal supervision once trained.
• Reliability and punctuality—this role directly supports revenue-generating case teams.

Responsibilities

• Support case closeout in Clio, including moving files to refund or collections stage with accurate documentation.
• Perform case review administration and maintain billing-relevant accuracy of case files inside Cleo.
• Complete data entry tasks tied to active cases, intake records, and billing hand-offs.
• Receive, track, and complete billing- and case-related tasks assigned by Account Representatives through HubSpot.
• Schedule case strategy sessions for clients in trial mediation or with high-debt case profiles.
• Handle calendaring for assigned Account Representatives, including confirming and adjusting appointments.
• Assist with scanning and digitizing client and case documentation.
• Provide backup coverage for the main receptionist and other duties as needed

Skills

Data entry

Verbal communication

Written communication

MS Office / Google Workspace

Attention to detail

Tools

HubSpot

Cleo

CRM software

Job description

This role is an entry level opportunity to support the functionality of the Account Representative/Billing Representative II role. This role affords a direct path into the Billing function.

The Billing Representative 1 owns case closeout accuracy and the administrative volume that feeds it — case-file maintenance, data entry, and moving files through to refund or collections, as well as other administrative tasks to support the billing function.

The Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have (16) offices in Texas: (2) offices in Houston (Corporate and The Heights,) and (1) office in Atascocita, Humble, Kingwood, The Woodlands, Richmond, Austin, Dallas, San Antonio, Fort Worth, Humble, Galveston, El paso, Rockwall, and Abilene and more on the way.

Key Responsibilities

• Support case closeout in Clio, including moving files to refund or collections stage with accurate documentation.
• Perform case review administration and maintain billing-relevant accuracy of case files inside Cleo.
• Complete data entry tasks tied to active cases, intake records, and billing hand-offs.
• Receive, track, and complete billing- and case-related tasks assigned by Account Representatives through HubSpot, the firm's central tasking system.
• Schedule case strategy sessions for clients in trial mediation or with high-debt case profiles.
• Handle calendaring for assigned Account Representatives, including confirming and adjusting appointments.
• Assist with scanning and digitizing client and case documentation.
• Provide backup coverage for the main receptionist and other duties as needed

Qualifications

Required Qualifications

• One or more years of experience handling high volume data entry roles that required a high level accuracy accountability.
• Strong verbal and written communication skills.
• Intermediate skills with MS Office or Google Workspace (Gmail, Documents, Sheets, Calendar, Drives, etc).
• Solid data entry skills and comfort with high volume and accurate entries.
• Ability to follow structured workflows and complete assigned tasks without close supervision once trained.
• Reliability and punctuality — this role directly supports revenue-generating case teams.

Preferred Qualifications

• Prior administrative experience in customer service, or legal-support office experience.
• Familiarity with CRM or case management software (e.g., HubSpot, Cleo, or similar platforms).

Competencies (in order of importance)

• Integrity — Job requires being honest and ethical.
• Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
• Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Benefits

• 401K - with matching up to 5%!
• Medical Insurance
• Dental insurance
• Health insurance
• Vision insurance
• Life Insurance
• Long & Short Term Disability Insurance

Equal Opportunity Statement

We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.