Customer Service

Customer Service Specialist

We are seeking an outgoing and personable Customer Service Specialist to serve as an initial point of contact for prospective clients. This is a high-volume, phone-based customer service position focused on contacting leads, asking questions, gathering information, completing initial screenings, and providing a positive first impression. The role involves significant outbound calling and follow-up, so candidates should genuinely enjoy being on the phone and communicating with new people throughout the day.

Legal experience is not required.

Key Responsibilities:

• Make high-volume outbound calls and respond to inbound inquiries
• Handle approximately 50–100 calls per day
• Follow established scripts and questionnaires to gather detailed information
• Ask appropriate questions and accurately document responses
• Conduct initial screenings of prospective clients
• Follow up through calls, voicemails, and text messages
• Make multiple follow-up attempts when necessary to reach prospective clients
• Provide friendly, professional, and compassionate customer service
• Accurately document interactions and client information in the CRM
• Assist with locating or reconnecting with clients when needed
• Coordinate with the intake and retainer teams to move qualified prospects forward
• Maintain accuracy and professionalism in a fast-paced environment

Qualifications:

• 3 years of customer service, call center, intake, or similar experience preferred
• Strong experience handling a high volume of phone calls
• Comfortable making outbound calls throughout the day
• Excellent verbal communication and active-listening skills
• Friendly, energetic, and professional phone presence
• Strong attention to detail when collecting and entering information
• Excellent follow-up and organizational skills
• Comfortable following established scripts and processes
• Ability to remain professional during difficult or sensitive conversations
• No degree required
• Bilingual English/Spanish is a plus

Preferred Experience:

• Call center or high-volume customer service
• Customer intake or enrollment
• Outbound customer outreach
• Legal intake
• Salesforce or Litify
• CRM-based customer tracking
• Phone and text-based customer service

By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.