RemoteLeaf Logo
Log in Sign up

Client Engagement Associate

13 hours, 23 minutes ago
United States
Junior
Business Development
Customer and Technical Support
CRM 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 4

Description

  • Serve as the first point of contact for prospective claimants across phone, text, email, and other channels.
  • Respond to new leads within five minutes and follow defined outreach sequences of calls, texts, and voicemails.
  • Explain Advocate’s services, answer common questions, and build trust with prospective claimants.
  • Guide individuals through the online onboarding flow, including collecting initial information and securing representation-contract signatures.
  • Communicate with LTD customers to help reach prospective claimants and provide status updates.
  • Document outreach activity, claimant interactions, and lead statuses accurately in Salesforce.
  • Identify leads that do not meet initial service-eligibility criteria and handle them appropriately.
  • Monitor intake communication lines and respond to new client calls and texts.
  • Collaborate with the team to meet or exceed lead-conversion goals.

Requirements

  • Experience in a high-volume outreach, sales, customer engagement, call center, intake, or sales development role.
  • Excellent verbal and written communication skills, including the ability to explain processes clearly and empathetically.
  • Strong interpersonal, persuasion, and persistent follow-up skills.
  • Experience with CRM software; Salesforce experience is preferred.
  • Experience using communication tools such as ZenDesk.
  • Strong organization and attention to detail for tracking leads and documenting interactions.
  • Ability to work independently and manage time effectively in a remote environment.
  • Commitment to helping others in a mission-driven organization.
  • Familiarity with the Social Security disability process is preferred but not required.

Benefits

  • Fully remote work environment.
  • Opportunity to support people navigating government benefits and disability processes.
  • Equal opportunity employer that values workplace diversity.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

endpoint Clinical

Sales Development Representative

endpoint Clinical 501-1000 Pharmaceuticals

Endpoint Clinical is seeking a Sales Development Representative to generate and qualify clinical-trial technology opportunities with sponsors, CROs, and research organizations for its Business Development team.

United States Full-time Junior Business Development
$50k-$80k
HubSpot Salesforce
13 hours, 8 minutes ago
endpoint Clinical

Sales Development Representative

endpoint Clinical 501-1000 Pharmaceuticals

Endpoint Clinical is seeking a Sales Development Representative to engage life sciences organizations, qualify clinical trial technology opportunities, and build pipeline for the Business Development team.

United Kingdom Full-time Junior Business Development
$54k-$80k
HubSpot Salesforce
13 hours, 8 minutes ago
endpoint Clinical

Director, Business Development

endpoint Clinical 501-1000 Pharmaceuticals

Endpoint is seeking a Director, Business Development to win new U.S. business for its clinical trial RTSM/IRT software platform serving pharmaceutical and biotech companies.

United States Full-time Mid Level Business Development
$100k-$135k
13 hours, 8 minutes ago
endpoint Clinical

Business Development Intern

endpoint Clinical 501-1000 Pharmaceuticals

Endpoint seeks a Business Development Intern based on the East Coast to support sales and marketing efforts that build sponsor and CRO relationships and convert qualified clinical-trial technology opportunities into revenue.

United States Internship Entry Level Business Development
$42k-$62k
CRM Salesforce
13 hours, 8 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers