Client Accounts Specialist
Winstead PC, 2728 N. Harwood Street, Suite 500, Dallas, Texas, United States of America
Req #161
Monday, March 18, 2024
The uptown Dallas office of Winstead PC, a Texas-based, 300+ attorney law firm, is seeking an experienced client accounts specialist to work as a member of our client accounts team. The client accounts specialist provides our clients (both clients of the Firm and our billing attorneys) with a high level of customer service while collecting outstanding accounts receivable and resolving client disputes.
Job Duties Include:
- Work diligently to build a reliable, trusting relationship with assigned attorneys. They need to know they can trust you with their clients and you will keep them informed of issues and progress at all times.
- Review assigned accounts; discuss status of slow paying and/or delinquent accounts with attorneys, and take action based upon department policies and procedures as set by the Firm.
- Communicate with clients based upon pre-determined procedures documenting status using collection software. Calendar appropriate follow ups with clients and/or attorneys until the account is brought current.
- Respond timely to incoming phone calls and emails from clients, attorneys and staff.
- Identify client disputes, discuss with the attorney, research and resolve, keeping the client accounts manager informed, where appropriate.
- Negotiate payment plans and/or settlements subject to client accounts manager’s approval.
- Produce, print or email pertinent reports to attorneys as requested and/or as necessary.
- Participate in the printing, organizing and mailing of monthly reminder statements.
- Follow up on questions generated from reminder statements being sent to clients and respond to clients.
- In conjunction with the billing attorney, recommend those clients to be turned over for third party collections to the client accounts manager.
- Prepare reports which reflect client account status and other reports as necessary, as requested by client accounts manager.
- Monitor write-down and write-off requests for proper approval authority.
- Meet regularly with the client accounts manager and other department staff to promote efficiency and effectiveness in department operations and results obtained.
- Monitor and inquire upon aged unbilled time pursuant to department procedures and document in collection software.
- Review retainers pursuant to department procedures and document or refund timely.
Requirements:
- Minimum three (3) years commercial collections experience, preferably with a law firm or other professional services firm.
- Some college in accounting or business is preferred.
- Self-starter with proven history of collection skills.
- Ability to analyze problems, recognize the significance thereof and take appropriate action.
- Proficiency in Microsoft Word and Excel.
- Familiarity with A/R collection software (i.e. Star Collect, ARCS).
- Familiarity with LMS V or LMS+ desirable.
- Effective written and verbal communication skills.
- Must be customer service oriented.
Other details
- Job Family Winstead PC
- Pay Type Salary
- Winstead PC, 2728 N. Harwood Street, Suite 500, Dallas, Texas, United States of America