Job Description
The Customer Engagement & Dispatching Specialist plays a key role in delivering an exceptional customer experience by managing inbound and outbound communications, coordinating consultations, and ensuring efficient appointment scheduling across statewide operations. This position is ideal for a highly organized, customer-focused professional who thrives in a fast-paced environment and enjoys helping customers through proactive communication and problem-solving.
Key Responsibilities
- Answer incoming calls and assist customers with appointment scheduling, confirmations, and related inquiries
- Make high-volume outbound calls to prospective customers to promote and schedule consultations
- Manage appointment changes, cancellations, and rescheduling requests with accuracy and urgency
- Follow established call scripts while adapting communication style to customer needs and objections
- Meet or exceed performance goals related to call volume, scheduling accuracy, and appointment confirmations
- Qualify leads by collecting required information and determining customer eligibility
- Escalate customer concerns or scheduling conflicts when necessary to ensure a positive experience
- Maintain accurate customer records and appointment updates within company systems
- Collaborate with internal teams to support smooth appointment flow and operational efficiency
Required Skills & Abilities
- Strong attention to detail with the ability to accurately document and manage appointment information in real time
- Excellent customer service and communication skills with a friendly, empathetic, and solution-oriented approach
- Comfortable navigating CRM systems, scheduling platforms, and communication tools such as Salesforce and RingCentral
- Ability to multitask and adapt quickly in a high-volume, fast-paced environment
- Strong organizational and time management skills
- Team-oriented mindset with the ability to collaborate across departments
- Ability to remain professional and composed under pressure and changing priorities
Qualifications & Experience
- High School Diploma or equivalent required
- 1–2 years of experience in customer service, telemarketing, scheduling, or call center environments preferred
- Proven ability to manage high call volumes while maintaining professionalism and accuracy
