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Claimant Outreach & Intake Specialist

1 month, 1 week ago
United States
Full-time
Junior
Business Development
Customer and Technical Support
Machine Learning Salesforce
Apply Now
Advocate

Advocate

Advocate provides comprehensive assistance to workers in navigating the Social Security benefits application process, offering expert support to determine eligibility and streamline the collection of medical records to expedite claims for disability be...

Internet Software & Services
1-10
Founded 2015
View All Jobs 6

Description

  • Act as the first point of contact for potential claimants via phone, text, and other outreach channels.
  • Conduct prompt outreach to new leads within 5 minutes using calls, texts, voicemails, and related contact sequences.
  • Explain Advocate’s value proposition and answer common questions to build trust and engagement.
  • Guide potential claimants through the online onboarding flow and support completion of initial information and representation contracts.
  • Maintain accurate records of outreach activity, claimant interactions, and lead status in Salesforce.
  • Identify leads that may not be eligible based on initial screening criteria and route them appropriately.
  • Collaborate with the team to meet and exceed lead conversion goals.
  • Monitor intake communication lines for new client calls and texts and respond promptly.

Requirements

  • Proven experience in a high-volume outreach, sales, intake, or customer engagement role such as call center, intake specialist, or sales development.
  • Excellent verbal and written communication skills with the ability to explain processes clearly and empathetically.
  • Strong interpersonal skills, persuasion ability, and a persistent approach to achieving goals.
  • Experience using CRM software, with Salesforce preferred.
  • Experience with communication tools and dialers, with Aircall preferred.
  • 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.
  • Passion for helping others and contributing to a mission-driven company.
  • Familiarity with the Social Security disability process is a plus, but not required.

Benefits

  • Remote-first role on a fully remote team.
  • Opportunity to help people navigate complex government benefits processes.
  • Mission-driven company focused on reducing wait times and bureaucratic obstacles.
  • Equal opportunity employer with a commitment to workplace diversity.
  • Opportunity to work with cutting-edge technologies, including artificial intelligence and machine learning.

Interested in this position?

Apply directly on the company website

Apply Now

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