Legal Client Relations & Billing Specialist

Law Office of Bryan Fagan; Kingwood (WV); Sur place; USD 42 000 - 54 000; 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

The Law Office of Bryan Fagan in Kingwood, WV is seeking an Account Representative/Collections Billing Specialist to serve as the primary liaison for active clients, ensuring engagement, satisfaction, and retention throughout their case.

You will manage financial information, milestones, and communications across Clio, Google Sheets, and internal systems, while upselling opportunities and maintaining contract compliance. This is a full-time on-site role in the Office Administration department.

Qualifications

• 2+ years of experience in customer service, client success, or account management (preferably handling collection/client relations in legal, financial, or professional services)
• Strong verbal and written communication skills 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

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—such as mediations, depositions, arbitrations, and trial 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, letters), and texting, using platforms like Clio, client portals, and secure messaging tools.
• Monitor all assigned client accounts to ensure legal service delivery is on track.
• Maintain and update financial information and case milestones across various platforms, including Clio, Google Sheets, and internal systems.
• Ensure accurate documentation of all client interactions in CRM and case management systems.
• Maintain high client engagement through personalized communication, case status updates, and milestone celebrations.

Connaissances

Communication

Client relations

Account management

Prioritization

Outils

Clio

Google Sheets

Internal case management platforms

Excel

Description du poste

The Law Office of Bryan Fagan in Kingwood, WV is seeking an Account Representative/Collections Billing Specialist to serve as the primary liaison for active clients, ensuring engagement, satisfaction, and retention throughout their case.

You will manage financial information, milestones, and communications across Clio, Google Sheets, and internal systems, while upselling opportunities and maintaining contract compliance. This is a full-time on-site role in the Office Administration department.