Client Accounts Specialist

To be considered for this role, please call 866-996-6549 and follow the step-by-step instructions outlined by our Co-Founder and Managing Partner.  In addition, please complete your application here.  You will be evaluated and vetted based on your ability to follow instructions.  We look forward to hearing from you! 

About: 

Join our team and be a part of the most rewarding phase of the client journey - settlement disbursements!  The Client Accounts Specialist will work directly with clients to help them understand their settlement funds. by drafting disbursement statements and sending clients their checks.  This is the most exciting part of the client lifecycle as it ends in financial resolution. 
 

Responsibilities: 

• Serve as the primary point of contact for clients, providing exceptional customer service throughout the client lifecycle.  

• Resolve client liens, drafting disbursement statements, issuing checks to clients, and allocating and reconciling client accounts in QuickBooks.  

• Manage client accounts, ensuring all necessary information is accurately recorded in the firm's case management system.  

• Communicate with clients via phone, email, and other communication channels, responding promptly and professionally to all inquiries.  

• Work collaboratively with attorneys and other team members to provide support and ensure client satisfaction.  

• Maintain accurate records of client interactions and account information, ensuring data integrity and confidentiality.  

• Monitor case progress and provide regular updates to clients on case status.  

• Identify opportunities to improve client satisfaction and streamline processes and make recommendations to management for implementation.  

• Continuously develop knowledge of personal injury and mass tort law to better serve clients and support the team. 
   

Qualifications: 

• 2+ years of experience in bookkeeping and/or accounting. 

• At least an associate or bachelor's degree in finance or accounting strongly preferred. 

• Prior experience in banking, or a legal accounting a plus or medical office.  

• Experience with lien resolution in a legal or medical setting a plus. 

• Basic (or better) knowledge of QuickBooks.  

• You love numbers and are proficient in auditing your own work and the work of others.  

• Proficiency with the Microsoft suite, especially with Excel and Word.  

• Strong communication skills, with the ability to effectively communicate with clients, attorneys, and other team members.  

• Excellent organizational skills, with the ability to manage multiple tasks and priorities in a fast-paced environment.  

• Attention to detail and high level of accuracy in data entry and record-keeping.  

• Have a fast-paced work ethic that empowers you to meet tight deadlines (24-hour deadline with a to-do list a mile long? No problem).  

• Case management software experience.  

• Positive attitude, strong work ethic, and willingness to learn and grow within the role.  

• Exhibit an infectious can-do attitude and an ability to pivot and change course on a dime. 

• Compassionate in handling work with clients, who you may interact with regarding disbursement of funds for their injury cases.   

• A pristine record with no personal or business bankruptcies or criminal record is a must.  

• If you are a highly motivated, customer-focused individual with a growth mindset and a desire to be part of a high-growth law firm, we encourage you to apply for this exciting opportunity. We offer competitive compensation and benefits packages, as well as opportunities for professional growth and development. 

Benefits: 

Financial Benefits 

• 401k Contributions: Discretionary match contribution of 5%, with the Firm matching 100% of the first 3% of the employee’s contribution and 50% of the employee’s next 2% of contribution of the employee’s annual compensation. 

• Charitable Donations: The Chaffin Luhana Foundation makes an annual donation to the charity of your choice. 

Medical Benefits 

• Healthcare Insurance: $460 per employee or family towards their monthly health premium. If your premium is less than $460, you will be responsible for only the first $1. 

• Dental Insurance: Full coverage towards an employee’s dental premium, less than $1 monthly. You will only pay $12 a year for your dental plan. 

• Health Reimbursement Account (HRA): Contribute up to $500 pre-tax towards your annual medical deductible. 

• Family / Dependent Care: You can contribute up to $5,000 pre-tax Dependent Care (DCR). 

• Flex Spending Account: Contribute up to $1,000 pre-tax towards your medical Flex Spending Account (FSA). 

Commuter Benefits 

• Tax-free Transit Commute: You can contribute up to $280 per month pre-tax towards your transit ticket (TRN). 

• Discounted Parking: You can contribute up to $280 per month pre-tax towards a pay-for-parking plan (PKG). 

Time Off to Recharge and Renew 

• Time Off: 15 paid time off (PTO) days / 20 PTO days after 3 years with the Firm. 

• Sick Days: 3 sick days per year. 

• Celebrate the Holidays: Office closed for 10 public holidays. 

• Weeklong Holiday Break: Office usually closed for at least a week between Christmas and New Year’s Day. 

Culture and Development of Team 

• Casual Dress: Enjoy our business casual dress code. 

• Enhance Your Skills: Up to $500 annually for continued education/training. 

• Learn How You’re Wired: Our employees take a Kolbe Assessment so they can learn their instinctive method of operation. Identify the ways that you and the team you work with are the most productive. 

• Time Management: Time Management Luncheons with senior management team to take your projects, team, and organization to the next level. 

• Free Workouts: Free access to GreenTree SportsPlex for Pittsburgh office. 

Recognition at the Firm 

• Value Team Members: Bonusly points for a peer-to-peer recognition system. You give and receive points that you can redeem for gift cards, trips, dinners, etc. 

• Eat, Drink & Be Merry: Free team lunches and happy hours. 

• Annual Bonus: Year-end discretionary bonus. 

• Annual Firm Outing: Yearly firm outing for all of our employees to meet up and have fun. 

Note: 

This job description is not an exclusive or exhaustive list of all job functions an employee in this position may be asked to perform.  Duties, responsibilities, and requirements can be added, changed, or reduced by management to meet the business needs of the company. 

Chaffin Luhana LLP does not discriminate based on race, color, sex, religion, national origin, disability, or any other reason prohibited by law in provision of employment opportunities. 

Location: 

Pittsburgh, PA