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.