Billing Representative I

Department: Billing

Employment Type: Full Time

Location: Houston/Corporate

Reporting To: Mollie Levar

About the role

This role is an entry level opportunity to support the functionality of the Account Representative/Billing Representative II role. This role affords a direct path into the Billing function. The Billing Representative 1 owns case closeout accuracy and the administrative volume that feeds it — case‑file maintenance, data entry, and moving files through to refund or collections, as well as other administrative tasks to support the billing function.

About Us

The Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have 11 offices in Texas: 2 offices in Houston (Corporate and River Oaks), and offices in Atascocita, Humble, Kingwood, The Woodlands, Austin, Dallas, San Antonio, Fort Worth, and Humble.

Behind every criminal defense case, there's someone keeping it all together — the discovery, the deadlines, the client who's scared and needs a steady voice between hearings. That's this job.

Key Responsibilities

• Support case closeout in Clio, including moving files to refund or collections stage with accurate documentation.
• Perform case review administration and maintain billing‑relevant accuracy of case files inside Clio.
• Complete data entry tasks tied to active cases, intake records, and billing hand‑offs.
• Receive, track, and complete billing‑ and case‑related tasks assigned by Account Representatives through HubSpot, the firm's central tasking system.
• Schedule case strategy sessions for clients in trial mediation or with high‑debt case profiles.
• Handle calendaring for assigned Account Representatives, including confirming and adjusting appointments.
• Assist with scanning and digitizing client and case documentation.
• Provide backup coverage for the main receptionist and other duties as needed.

Qualifications

Required Qualifications

• One or more years of experience handling high‑volume data entry roles that required a high level of accuracy accountability.
• Strong verbal and written communication skills.
• Intermediate skills with MS Office or Google Workspace (Gmail, Documents, Sheets, Calendar, Drives, etc).
• Solid data entry skills and comfort with high volume and accurate entries.
• Ability to follow structured workflows and complete assigned tasks without close supervision once trained.
• Reliability and punctuality — this role directly supports revenue‑generating case teams.

Preferred Qualifications

• Prior administrative experience in customer service, or legal‑support office experience.
• Familiarity with CRM or case management software (e.g., HubSpot, Clio, or similar platforms).

Core Competencies

• Integrity — being honest and ethical.
• Attention to Detail — careful and thorough in completing work tasks.
• Dependability — reliable, responsible, and fulfilling obligations.

Benefits

• 401K with matching up to 5%
• Medical Insurance
• Dental Insurance
• Health Insurance
• Vision Insurance
• Life Insurance
• Long & Short Term Disability Insurance