Client Account Specialist
Insight Global
Job Description
The Client Accounts Specialist serves as the primary liaison between attorneys, clients, and internal business teams to resolve outstanding payment issues, improve collection performance, and maintain healthy client account balances. This individual will manage a portfolio of attorney accounts, proactively address delinquent invoices, support financial reconciliation efforts, and ensure timely resolution of collection-related matters.
Skills and Requirements
• 2+ years of experience in collections, accounts receivable, billing, client accounts, or a similar finance/accounting function. • Experience managing aged receivables, delinquent accounts, or collection activities. • Strong understanding of accounting principles and financial reconciliation processes. • Excellent written and verbal communication skills with experience interacting with external clients and internal stakeholders. • Proficiency with Microsoft Office, including Excel. Bachelor's degree in Accounting, Finance, Business, or a related field. • Experience within a law firm, professional services, or legal billing environment. • Advanced Excel skills (Pivot Tables, VLOOKUP/XLOOKUP). • Experience with legal eBilling platforms or electronic invoicing systems. • Prior experience as a Client Accounts Representative, AR Specialist, or Collections Specialist.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to View email address on click.appcast.io.
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