Operations Fulfillment Specialist (OFS)

This is a 40 hour/week, in office role located in the Dallas Metropolitan Area (Allen, TX).

At Adaptive X, we are committed to helping people who, personally, or through their loved ones, have been harmed by products or services. Our company is searching for a highly organized and detail-orientated individual to join our team to support our Client Advocates, as well as deliver exceptional service to our clients. In addition, this person will need to positively contribute to our unique company culture and exhibit the core values including results focus, teamwork, and customer focus.

This is a temporary hourly position with the opportunity to be converted to full-time employment, based on tenure and performance.

Core Duties and Key Responsibilities:

The core duties and responsibilities of an Operations Fulfillment Specialist revolve around supporting clients and Client Advocate colleagues. On any given day, you may perform a variety of tasks, such as:

Support Client Advocates

Prepare and ship legal documents

Quality check inbound documents from clients for completion

Create and maintain filing systems, both electronic and physical

Write and edit documents such as letters, reports, and instructional documents

Review Daily reporting to ensure efficient pipeline management

Handle the transfer of documents to partnering law firms

Handle incoming and outgoing emails

Welcome newly acquired clients through outbound calling efforts

Make outbound calls to existing clients to request or confirm additional information

Outreach efforts to re-engage clients via outbound calling

Qualifications:

High school diploma or equivalent

Previous experience in a customer service, administrative or related field is preferred

Excellent communication and interpersonal skills

Strong organizational skills with the ability to create and maintain both electronic and physical filing systems

Attention to detail and ability to manage multiple tasks effectively

Proficient in using computers, Microsoft Office Suite, and other relevant technology

Ability to work flexible hours, including evenings, weekends, and holidays as needed