Client Engagement Associate

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🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

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Advocate Health Care

WebsiteLinkedInAll Job Openings

10,000+ employees

⚕️ Healthcare Insurance

🧘 Wellness

💰 Venture Round on 2013-10

Healthcare Insurance • Hospital • Wellness

Advocate Health Care is a major health system based in Illinois, part of the newly established Advocate Health. Committed to exceptional care, the organization operates 10 hospitals and over 400 care sites with a notable network of 6,300 physicians. Advocate Health Care emphasizes a holistic approach to health and wellness, allowing patients to manage their health virtually through their LiveWell app and primary care services. Offering a wide range of specialized medical services, Advocate Health Care focuses on improving health outcomes by providing comprehensive care, education, and tools for healthy living.

📋 Description

• 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.

🎯 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.