Legal Billing & Client Relations Specialist

Law Office of Bryan Fagan; Rockwall (TX); Hybrid; USD 42,000 - 62,000; 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 in Rockwall is seeking an Account Representative/Collections Billing Specialist to manage client accounts, ensure billing accuracy, and support engagement and retention across family, estate planning, probate, and criminal matters.

You will engage with clients via calls, emails, texts, and portals using Clio and internal systems, maintain financial milestones, and collaborate with the Billing department to meet contract obligations.

Qualifications

• 2+ years in customer service or account management, preferably in legal or professional services.
• Strong verbal and written communication across phone, email, and text platforms.
• 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, including calls, emails, and texting, via Clio and secure messaging tools.

Skills

Customer service

Account management

Verbal communication

Written communication

Clio

Google Sheets

Excel

CRM proficiency

Multi-account management

Tools

Clio

Google Sheets

CRM software

Job description

The Law Office of Bryan Fagan in Rockwall is seeking an Account Representative/Collections Billing Specialist to manage client accounts, ensure billing accuracy, and support engagement and retention across family, estate planning, probate, and criminal matters.

You will engage with clients via calls, emails, texts, and portals using Clio and internal systems, maintain financial milestones, and collaborate with the Billing department to meet contract obligations.