Client Engagement Associate

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

📋 Description

• Serve as the primary point of contact for prospective claimants, managing incoming leads through phone, text, email, and potentially other platforms.

• Execute timely and persistent outreach to new leads (within 5 minutes) using tools such as Salesforce and ZenDesk, adhering to established contact protocols (calls, texts, voicemails).

• Effectively communicate Advocate's value proposition and address frequently asked questions to foster trust and encourage engagement.

• Assist potential claimants in navigating Advocate’s online Onboarding Flow, helping them provide essential initial information and sign the representation contract.

• Liaise with LTD customers to facilitate connections with potential CLs and provide status updates.

• Keep precise and timely records of all outreach efforts, claimant interactions, and lead statuses within Salesforce.

• Identify and manage leads who may not qualify for services based on initial criteria.

• Work collaboratively with the team to achieve and surpass lead conversion targets.

• Monitor Advocate’s Intake communication channels for incoming client calls and texts, responding appropriately.

⛳️ Requirements

• Demonstrated experience in a high-volume outreach, sales, or customer engagement position (e.g., call center, intake specialist, sales development).

• Outstanding verbal and written communication abilities, capable of explaining processes clearly and with empathy.

• Strong interpersonal and persuasive skills with a determined approach to achieving objectives.

• Proficient in using CRM software (Salesforce preferred) and communication platforms (ZenDesk).

• Highly organized with a keen attention to detail for tracking lead progress and documenting interactions.

• Ability to operate independently and manage time efficiently in a remote environment.

• A genuine passion for helping others and a commitment to contributing to a mission-driven organization.

• Familiarity with the Social Security disability process is advantageous, though not mandatory.

🏝️ Benefits

• Advocate is an equal opportunity employer and values diversity in the workplace.