Client Service Agent

This is a fully remote position, open to applicants in Nebraska.

📋 Description

• Interact with both potential and existing clients through inbound and outbound calls, texts, and emails, demonstrating professionalism and empathy.

• Actively listen to client concerns and foster genuine relationships at every interaction.

• Assist clients in understanding how Berry Law can support them by providing clarity, reassurance, and trust throughout their experience.

• Ensure accurate record-keeping and client notes in the CRM to maintain continuity and a seamless client experience.

• Work closely with colleagues to enhance the client journey and deliver exceptional service.

• Consistently achieve or surpass team objectives related to service quality, responsiveness, and conversion rates.

• Appropriately direct calls to the relevant team members or departments.

• Conduct systematic follow-up communications (calls, emails, texts) with clients who have outstanding balances.

• Process payments via debit/credit card and set up eCheck payment plans for clients unable to pay in full.

• Utilize empathy and assertiveness to resolve outstanding accounts while maintaining the client relationship.

• Accurately document all accounts receivable (AR) related client interactions in the case management system.

• Manage AR items by updating statuses, completing activity checkboxes, and creating follow-up tasks.

• Exercise sound judgment to determine when to escalate disputes or payment issues versus resolving them independently.

⛳️ Requirements

• A high school diploma is required.

• Experience in sales, customer service, or a competitive field (sports, academics, or work experience) is preferred.

• A positive, coachable attitude with a desire to learn and grow.

• Communication: Proficient phone and written communication skills; ability to manage both client service and sensitive financial discussions with empathy and confidence.

• Emotional Intelligence: High EQ with the capacity to remain calm, compassionate, and solution-focused under pressure.

• Systems Proficiency: Comfortable using multiple platforms, including CRM and case management systems.

• Attention to Detail: Precise documentation and data entry with the ability to follow structured procedures meticulously.

• Problem-Solving: Good judgment in identifying when to escalate issues versus resolving them independently.

• Adaptability: Ability to switch between client engagement and AR duties as required.

• A naturally inquisitive mindset with a drive to ask meaningful questions.

• A self-starter who excels in both team settings and independent work.

• Ability to maintain confidentiality and manage sensitive information with discretion.

🏝️ Benefits

• Customized onboarding, continuous coaching, and mentorship.

• Recognition programs on a weekly, monthly, and annual basis.

• Financial incentives, bonus structures, and opportunities for growth.

• An award-winning culture dedicated to excellence and mission.

• Training provided | Remote work available post-training.