Legal Client Success & Billing Specialist

Law Office of Bryan Fagan; Atascocita (TX); On-site; USD 45,000 - 65,000; 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 is seeking an Account Representative to be the primary point of contact for clients, ensuring high levels of engagement and satisfaction. This role includes responsibilities such as client relationship management, monitoring accounts, and financial documentation.

Ideal candidates will have at least 2 years of experience in customer service or account management, and possess strong communication skills. Benefits include 401K matching and various insurance options.

Qualifications

• 2+ years of experience in customer service or account management, preferably in legal or professional services.
• Proficient in handling communications through phone, email, and text.
• Ability to manage multiple accounts effectively.

Responsibilities

• Serve as the primary contact for clients, ensuring high engagement and satisfaction.
• Monitor client accounts and ensure service delivery is on track.
• Conduct regular check-ins to assess client needs and address concerns.

Skills

Customer service experience

Client success management

Strong communication skills

Multi-channel engagement

Proficient in CRM tools

Prioritization skills

Excel proficiency

Tools

Clio

Google Sheets

Job description

The Law Office of Bryan Fagan is seeking an Account Representative to be the primary point of contact for clients, ensuring high levels of engagement and satisfaction. This role includes responsibilities such as client relationship management, monitoring accounts, and financial documentation.

Ideal candidates will have at least 2 years of experience in customer service or account management, and possess strong communication skills. Benefits include 401K matching and various insurance options.