Client Relations & Billing Specialist — Legal

Law Office of Bryan Fagan; Austin, Northern (TX, KY); Hybride; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

401K - with matching up to 5%

Medical Insurance

Dental insurance

Health insurance

Vision insurance

Life Insurance

Long & Short Term Disability Insurance

Résumé du poste

Law Office of Bryan Fagan is seeking an Account Representative/Collections Billing Specialist to manage active client relationships, monitor billing milestones, and ensure contract compliance within a busy family, estate planning & probate, and criminal law practice.

The role emphasizes proactive client engagement, transparency during legal milestones, and collaboration across departments to optimize financial accountability while maintaining high client satisfaction.

Qualifications

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

Responsabilités

• Serve as the dedicated liaison for active clients throughout the lifecycle of their case or engagement.
• Build and maintain strong relationships with clients by offering support, solutions, and timely updates.
• Conduct scheduled check-ins to assess client satisfaction and address concerns proactively.
• Meet with clients at designated stages of their case to ensure transparency, preparedness, and understanding of both legal and financial expectations.
• Engage in heavy client communication using multiple channels, including verbal calls and meetings, written emails, and texting, using platforms like Clio and secure messaging tools.

Connaissances

Customer service

Account management

Communication

Prioritization

Outils

Clio

Google Sheets

Excel

Internal case management platforms

Description du poste

Law Office of Bryan Fagan is seeking an Account Representative/Collections Billing Specialist to manage active client relationships, monitor billing milestones, and ensure contract compliance within a busy family, estate planning & probate, and criminal law practice.

The role emphasizes proactive client engagement, transparency during legal milestones, and collaboration across departments to optimize financial accountability while maintaining high client satisfaction.