Engage with potential and existing clients via inbound and outbound phone calls, text, and email with professionalism and empathy
Listen actively to client concerns and build genuine rapport at every touchpoint
Help clients understand how Berry Law can support them — delivering clarity, reassurance, and trust throughout their journey
Maintain accurate records and client notes in the CRM to ensure continuity and a seamless experience
Collaborate closely with teammates to elevate the client journey and deliver "white-glove" service
Consistently meet or exceed team goals related to service quality, responsiveness, and conversions
Route calls appropriately to the correct team members or departments
Execute systematic follow-up communications (calls, emails, texts) with clients who have outstanding balances
Accept payments via debit/credit card and establish eCheck payment plans when clients are unable to pay in full
Use empathy and assertiveness to resolve outstanding accounts while preserving the client relationship
Document all AR-related client interactions accurately in the case management system
Manage AR items by updating statuses, completing activity checkboxes, and creating follow-up tasks
Apply sound judgment to identify when to escalate disputes or payment issues versus resolve independently

High school diploma required
Background in sales, customer service, or a fast-paced competitive field (sports, academics, or work experience)
A positive, coachable attitude and a hunger to learn and grow

Client Service Agent

Key skills