Account Manager

POSITION TITLE: Account Manager

LOCATION: Lexitas provides a fully equipped home office setup, including a company-issued laptop.

PAY RANGE: $50k-70k Based on Experience

Join a High-Growth Legal Services Leader

ABOUT THE ROLE:

Lexitas is seeking a client-focused and detail-oriented Account Manager to support our PM Legal division. 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

SUPERVISORY RESPONSIBILITIES:

This role is not a supervisor position.

LANGUAGE SKILLS

Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

CERTIFICATES, LICENSES, REGISTRATIONS

None

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

TRAVEL REQUIREMENTS

Little to no travel expected for this position.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.

AAP/EEO STATEMENT

Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

EOE Employer/Vet/Disabled

If you require reasonable accommodation in the application process, please contact Human Resources at HRDept@lexitaslegal.com for assistance. All other applications must be submitted online.