Client Engagement Associate
Core
First point of contact for potential claimants, guiding them through initial information gathering and contract signing to convert leads into Advocate claimants.
Role type
Outreach & Intake Specialist
Builds
Unified intake system for Social Security Administration claims
Domain
Social Security / Government Benefits
Deliverable
client delivery
Required skills
high-volume outreach, sales or customer engagement experience, CRM software proficiency, communication tools proficiency, lead tracking, time management
Preferred skills
familiarity with Social Security disability process
Responsibilities
Manage inbound leads via phone, text, and email; conduct prompt persistent outreach using Salesforce and ZenDesk; articulate value proposition and answer FAQs; guide claimants through online Onboarding Flow and contract signing; monitor communication lines for new client calls and texts; maintain accurate records of outreach activities and lead statuses; identify and handle ineligible leads; collaborate to meet conversion goals.
