Account Manager

About the role

Lexitas is seeking a client-focused and detail-oriented Account Manager. This role is vital in delivering a premium client experience to attorneys and legal teams. You will act as a trusted liaison, managing sensitive medical records and ensuring accurate, timely communication with clients. If you thrive in fast-paced environments and pride yourself on going the extra mile, this is the opportunity for you. Lexitas is a rapidly growing national provider of legal and corporate support services, including court reporting, medical record retrieval, process service and legal talent. Built on a foundation of trust, professionalism, and innovation, Lexitas delivers customized solutions with unmatched personal service to clients across the U.S. and internationally.

Key responsibilities

• Serve as the primary point of contact for assigned client accounts
• Provide bi-weekly status updates and proactive outreach on open cases
• Respond to client inquiries within the same business day, resolving issues promptly and accurately
• Verify and process medical records in compliance with HIPAA and all legal standards
• Collaborate with legal and medical offices to gather and communicate essential case information
• Troubleshoot client concerns and document outcomes to ensure first-contact resolution
• Safeguard confidential client information and escalate critical feedback to leadership
• Support internal staff with accurate, up-to-date record management

What you'll bring

• A service-minded professional who thrives in a fast-paced, client-centric environment
• Someone with exceptional attention to detail, communication skills, and organizational capabilities
• A natural problem solver who takes ownership and consistently exceeds expectations
• A collaborative team player with a "can-do" attitude and high level of initiative
• Familiarity with subpoenas, written depositions, and legal records is a plus

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred
• 3+ years of customer service experience in a professional setting
• General proficiency with Outlook, Word, Adobe Acrobat, and web-based platforms
• Demonstrated ability to handle confidential information with discretion
• Excellent attendance, punctuality, and accountability

Pay

$22-$24/hr

Benefits

• Medical, dental, and vision coverage
• 401(k) with company match
• Paid time off and paid holidays
• Company paid maternity, baby bonding and military leave

Schedule

This is a full-time, on-site position based at our Avoca office located at 12 S Main St, Avoca, NY 14809.