Client Account Specialist
Insight Global
Client Accounts Specialist
Required Skills & Experience: 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.
Nice to Have Skills & Experience: 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.
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.
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