Account Representative/Collections Billing Specialist
Law Office of Bryan Fagan
Salary undisclosed
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Description
The Account Representative at the Law Office of Bryan Fagan is the primary point of contact for existing clients and is responsible for ensuring high levels of engagement, satisfaction, and retention. This role demands a proactive approach to client relationship management, including regular communication, conflict resolution, upsell opportunities, and cross-functional collaboration to meet client needs. A critical focus includes ensuring contract compliance, financial accountability, and full transparency with clients during key legal milestones.An outstanding candidate will demonstrate excellent communication skills and a knack for working with numbers.
Key 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—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.
Skills, Knowledge and Expertise
- 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
Benefits
- 401K - with matching up to 5%!
- Medical Insurance
- Dental insurance
- Health insurance
- Vision insurance
- Life Insurance
- Long & Short Term Disability Insurance
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
Benefits
- 401K - with matching up to 5%! Medical Insurance Dental insurance Health insurance Vision insurance Life Insurance Long & Short Term Disability Insurance Equal Opportunity Statement: We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
About this role
You'd be the main point of contact for clients at a multi-office family law, estate planning, and criminal law firm, managing relationships across their entire engagement lifecycle. The role blends client success with collections and billing oversight—you'll handle regular check-ins, attend key case milestones like mediations and depositions, and keep clients informed about both legal progress and financial expectations. Communication happens constantly across calls, emails, texts, and secure platforms like Clio, so comfort with multiple channels and strong interpersonal skills are essential.
The position demands someone comfortable with numbers and detail-oriented account management. You'll maintain accurate financial records, update case information across Clio and internal systems, and flag issues before they become problems. The firm operates 11 offices across Texas, so you may work with clients at various stages and locations, requiring flexibility and strong organizational skills to juggle multiple accounts without dropping the ball.
This role suits someone with at least two years in customer service, account management, or collections—ideally in legal or professional services. You'll need solid proficiency in Excel, Google Sheets, and case management software. The firm offers a full benefits package including 401K matching up to 5%, medical, dental, vision, and disability coverage, and is based in-office in Houston.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Account Representative/Collections Billing Specialist postings in Houston, and analyze any offer before you accept it.
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