Client Engagement Associate
AdvocateDisability Benefits company
Orlando, United StatesMid
Lerer Hippeau
New York Life Ventures
10X Capital
Ambush Capital
Commonweal Ventures
Evolution VC Partners
Sales & Account Management
About the role
TL;DR
Engage new leads and guide them through the initial information gathering and contract signing process.
- •Engage new leads, guide them through the initial information gathering and contract signing process via our Onboarding Flow, and convert interested individuals into Advocate claimants.
- •Key Responsibilities 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).
- •Guide potential claimants through Advocate’s online Onboarding Flow, assisting them in providing necessary initial information and signing the representation contract.
- •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.
Required skills
SalesCustomer ServiceCRMLead GenerationSalesforce
Domain expertise
fintech
Tech stack
Salesforce