Advocate Technologies

Client Engagement Associate

Orlando, Florida

Sponsorship not specifiedDetected 646 days ago

Machine LearningSalesforceCRMZendeskCommunicationOrganizational Skills

About the role

You'll focus on initiating the claimant journey, ensuring potential claimants feel supported and informed from the very beginning.
This is a remote position and Advocate is currently a fully remote team.
Advocate is an equal opportunity employer and values diversity in the workplace.

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.
Familiarity with the Social Security disability process is a plus, but not required.
This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term.

Guide potential claimants through Advocate's online Onboarding Flow, assisting them in providing necessary initial information and signing the representation contract.
Monitor Advocate's Intake communication lines for new client calls and texts, responding appropriately.
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).
Passionate about helping others and contributing to a mission-driven company.

This listing is sourced directly from Advocate Technologies's careers page and normalized into a canonical job model.