The Law Office of Bryan Fagan is a firm that specializes in family, estate planning & probate, and criminal law matters. Servicing Clients across (18) offices in Texas: In addition to our Corporate and The Heights offices in Houston, we operate locations in Abilene, Angleton, Atascocita, Austin, Dallas, Dickenson, El Paso, Fort Worth, Galveston, Humble, Kingwood, Richmond, Rockwall, San Antonio, The Woodlands, and Victoria—with continued expansion underway!

As an Account Representative, you will serve as a primary point of contact for existing clients, helping them understand account expectations, stay informed, and navigate important financial milestones throughout their engagement with the firm. An outstanding candidate will demonstrate excellent communication skills and a knack for working with numbers.

Responsibilities

Client Relationship Management

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.

Account Oversight & Communication

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

Account Representative/Collections (Billing Department) Requirements:

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

Medical Insurance
Dental insurance
Vision insurance
Long & Short Term Disability Insurance
401K - with matching up to 5%!

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.