Client Engagement Associate

Location

Florida

Posted

1 day ago

Salary

0

Seniority

Mid Level

High SchoolEnglish

Job Description

Client Engagement Associate

Advocate Health Care

• Act as the first point of contact for potential claimants, managing inbound leads via phone, text, email and potentially other channels. • Conduct prompt and persistent outreach to new leads (within 5 minutes) using tools like Salesforce and ZenDesk, following established contact sequences (calls, texts, voicemails). • Clearly articulate Advocate's value proposition and answer frequently asked questions to build trust and encourage engagement. • Guide potential claimants through Advocate’s online Onboarding Flow, assisting them in providing necessary initial information and signing the representation contract. • Communicate with LTD customers for assistance reaching potential CLs and status updates. • Maintain accurate and timely records of all outreach activities, claimant interactions, and lead statuses within Salesforce. • Identify and appropriately handle leads who may not be eligible for services based on initial criteria. • Collaborate with the team to meet and exceed lead conversion goals. • Monitor Advocate’s Intake communication lines for new client calls and texts, responding appropriately.

Job Requirements

  • Proven experience in a high-volume outreach, sales, or customer engagement role (e.g., call center, intake specialist, sales development).
  • Excellent verbal and written communication skills, with an ability to explain processes clearly and empathetically.
  • Strong interpersonal and persuasion skills with a persistent approach to achieving goals.
  • Experience using CRM software (Salesforce preferred) and communication tools (ZenDesk).
  • Highly organized with strong attention to detail for tracking lead progress and documenting interactions.
  • Ability to work independently and manage time effectively in a remote setting.
  • Passionate about helping others and contributing to a mission-driven company.
  • Familiarity with the Social Security disability process is a plus, but not required.

Benefits

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

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