Role Overview
- Conduct high-volume outbound calls to clients and relevant parties to collect missing case information
- Communicate clearly and professionally, with particular sensitivity toward elderly English-speaking individuals
- Follow structured workflows, scripts, and outreach processes consistently across all assigned cases
- Accurately capture and log all collected information in the firm's case management systems
- Ensure timely completion of assigned case lists and daily outreach targets
- Maintain high levels of productivity, accuracy, and consistency throughout the workday
- Coordinate with supervisors and internal teams to flag delays, escalate complex cases, or surface missing documentation
- Adhere to KPIs and performance standards as defined by the Operations Manager and Supervisor
Requirements
- Excellent spoken English with high clarity — critical given the elderly client base
- Strong interpersonal communication skills, particularly with older individuals who may be hard of hearing
- Ability to handle high-volume outbound activity in a structured, consistent manner
- Strong process adherence and attention to detail
- Comfortable working in a KPI-driven, performance-managed environment
- Ability to work efficiently under time pressure while maintaining accuracy
- Prior experience in legal support, insurance, healthcare intake, or regulated contact center environments preferred
- Spanish fluency is a plus for Colombia-based candidates; not required
**Preferred tools & system **
- Case management or CRM platforms (e.g., FileVine, Salesforce, Clio, or similar)
- VoIP or dialers used in contact center environments (e.g., RingCentral, Aircall, Five9)
- Google Workspace or Microsoft Office for documentation and communication
- Task tracking tools (e.g., Asana, ClickUp, Monday.com)
Tech Stack
Benefits
- This is a 100% home-based position.
- We offer health insurance for contractors.
- Holiday Extra Pay.
- The work hours generally align with standard business hours in the US, with some potential flexibility depending on the client's needs.
- We prioritize the mental health of our team members and offer mental health days to support their well-being.
- In addition to the base salary, performance-based incentives are provided.
- There is an annual review and appraisal process in place.
- There are ample opportunities for professional growth and advancement within the company