Client Account Specialist

Insight Global; Tampa (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Insight Global is seeking a Client Accounts Specialist to serve as the primary liaison between attorneys, clients, and internal teams to resolve payment issues and improve collections. This role manages a portfolio of attorney accounts, proactively addresses delinquent invoices, and supports financial reconciliation to ensure timely resolution of collection matters.

The position requires 2+ years in collections/ar related fields, strong Excel skills, and experience in a law firm or legal billing

Qualifications

• 2+ years of experience in collections, accounts receivable, billing, client accounts, or a similar finance/accounting function.
• Experience managing aged receivables, delinquent accounts, or collection activities.
• Strong understanding of accounting principles and financial reconciliation processes.
• Excellent written and verbal communication skills with experience interacting with external clients and internal stakeholders.
• Proficiency with Microsoft Office, including Excel.
• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Experience within a law firm, professional services, or legal billing environment.
• Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP).
• Experience with legal eBilling platforms or electronic invoicing systems.
• Prior experience as a Client Accounts Representative, AR Specialist, or Collections Specialist.

Responsibilities

• Liaise between attorneys, clients, and internal teams to resolve payment issues and improve collection performance.
• Manage portfolio of attorney accounts and proactively address delinquent invoices.
• Support financial reconciliation efforts and ensure timely resolution of collection-related matters.
• Maintain healthy client account balances and accurate invoicing and reporting.

Skills

Collections

Accounts receivable

Financial reconciliation

Communication

Billing

Education

Bachelor's degree in Accounting, Finance, Business, or related field

Tools

Microsoft Excel

eBilling platforms

Job description

Job Description

The Client Accounts Specialist serves as the primary liaison between attorneys, clients, and internal business teams to resolve outstanding payment issues, improve collection performance, and maintain healthy client account balances. This individual will manage a portfolio of attorney accounts, proactively address delinquent invoices, support financial reconciliation efforts, and ensure timely resolution of collection-related matters.

Skills and Requirements

• 2+ years of experience in collections, accounts receivable, billing, client accounts, or a similar finance/accounting function.
• Experience managing aged receivables, delinquent accounts, or collection activities.
• Strong understanding of accounting principles and financial reconciliation processes.
• Excellent written and verbal communication skills with experience interacting with external clients and internal stakeholders.
• Proficiency with Microsoft Office, including Excel.
• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Experience within a law firm, professional services, or legal billing environment.
• Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP).
• Experience with legal eBilling platforms or electronic invoicing systems.
• Prior experience as a Client Accounts Representative, AR Specialist, or Collections Specialist.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].