Law Office of Bryan Fagan · 1 month ago
Account Representative/Collections Billing Specialist Houston
Houston, Texas, United States
Full-time
Onsite
New Grad, Entry LevelThe Law Office of Bryan Fagan is a legal service provider seeking an Account Representative who will serve as the primary point of contact for existing clients. This role involves ensuring client satisfaction, managing relationships, and overseeing financial compliance throughout the legal process.
Law Practice
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
Qualification
Required
Excellent communication skills
Proactive approach to client relationship management
Ability to conduct scheduled check-ins to assess client satisfaction
Experience in conflict resolution
Ability to identify upsell opportunities
Experience in cross-functional collaboration
Knowledge of contract compliance
Financial accountability skills
Ability to maintain transparency with clients
Experience in client communication using multiple channels
Ability to monitor client accounts for legal service delivery
Experience in maintaining and updating financial information
Ability to ensure accurate documentation of client interactions
Experience in maintaining high client engagement
Company
Law Office of Bryan Fagan
The Law Office of Bryan Fagan is a divorce law firm that specializes in helping individuals navigate the complex legal processes of divorce and family law matters.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase