Client Relations & Billing Specialist (Legal)

Law Office of Bryan Fagan; Texas; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401K - with matching up to 5%

Medical Insurance

Dental insurance

Health insurance

Vision insurance

Life Insurance

Long & Short Term Disability Insurance

Job summary

The Law Office of Bryan Fagan, a Texas-based law firm, seeks an Account Representative/Collections Billing Specialist to manage active client accounts and ensure engagement and satisfaction throughout case milestones.

Key responsibilities include proactive communication, contract compliance, and collaboration with Clio, Google Sheets, and internal systems to maintain accurate financial records and client relations.

Qualifications

• 2+ years of experience in customer service, client success, or account management, preferably in legal/financial/professional services.
• Excellent 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.

Responsibilities

• 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 and understanding of legal and financial expectations.
• Engage in heavy client communication using multiple channels and platforms.

Skills

Customer service

Communication

Account management

Excel

Multitasking

Tools

Clio

Google Sheets

CRM platforms

Job description

The Law Office of Bryan Fagan, a Texas-based law firm, seeks an Account Representative/Collections Billing Specialist to manage active client accounts and ensure engagement and satisfaction throughout case milestones.

Key responsibilities include proactive communication, contract compliance, and collaboration with Clio, Google Sheets, and internal systems to maintain accurate financial records and client relations.