Client Engagement Coordinator

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

📋 Description

• Cultivate positive client experiences by engaging in proactive communication, recognizing milestones, and implementing client appreciation programs.

• Record all interactions with clients, establish necessary follow-up tasks, and track progress to ensure timely execution.

• Address client concerns, resolve routine issues, and escalate sensitive or intricate matters while upholding professionalism, confidentiality, and high service standards.

• Conduct regular check-ins with clients to sustain engagement, enhance relationships, and ensure clients feel informed and supported.

• Greet new clients, facilitate their onboarding process, assist with access to the client portal, and introduce them to their designated Case Manager.

• Solicit client reviews, promote referrals, and monitor client feedback to bolster satisfaction and retention initiatives.

• Relay case-related updates, treatment alterations, and significant developments to the Case Management team.

• Gather updated medical treatment, provider, and contact information while ensuring accurate client records in Clio.

• Act as the primary contact for clients, offering timely updates, guidance, and support throughout the disability claims process.

⛳️ Requirements

• Outstanding customer service and relationship-building skills.

• Demonstrated empathy and compassion.

• Professional capabilities in verbal and written communication.

• Keen attention to detail.

• Strong organizational and time management abilities.

• Effective problem-solving and conflict resolution skills.

• A mindset focused on client retention and engagement.

• Capacity to maintain confidentiality.

• Strong sense of accountability and follow-through.

• Flexibility in a fast-paced environment.

• Proficiency in CRM and data entry.

• Excellent interpersonal skills.

• Proactive communication and follow-up abilities.

• Capability to work independently while being highly collaborative.

• Experience in legal support or case management is preferred.

🏝️ Benefits

• Competitive salary.

• Paid Time Off.

• Bonuses.

• 100% remote/home-based position.

• Full-time, long-term career opportunities.

• Parental Leave.

• Professional development and training.

• Dedicated team support.

• Alignment with our clients' core values.