Client Engagement Coordinator

ADP; Boca Raton (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

USClaims is seeking a Client Engagement Coordinator in Boca Raton, FL to serve as the first point of contact for inquiries after online applications. You will build client relationships, provide prompt service, and maintain accurate CRM activity.

You will support the sales team by gathering information and guiding leads through underwriting, ensuring a positive client experience. The role emphasizes strong communication, ability to multitask in a fast-paced environment, and collaboration across

Qualifications

• Bachelor’s degree preferred.
• Excellent written and oral communication skills.
• Ability to work independently and effectively as part of a team.
• Ability to manage multiple client situations, needs, and inquiries.
• Experience in personal injury or paralegal work is a plus.
• Comfortable handling high-volume workloads in a fast-paced environment.

Responsibilities

• First point of customer contact for gathering information after online applications are submitted.
• Builds and maintains business relationships with clients by providing prompt and accurate service.
• Enter clear and concise updates to the related CRM leads and activity.
• Research and obtain additional information to assist internal Sales Team in sending a lead to Underwriting.
• Deliver unparalleled value, excellent service and provide a positive client experience.
• Timely follow-up with the internal Sales Team and the customer through the entire life cycle of their request.

Skills

Outstanding communication skills

Independent contributor

Team collaboration

Multitasking in fast-paced environment

Client relationship management

Education

Bachelor’s degree in a related field

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Engagement Coordinator

Full Time Sales Boca Raton, FL, US

3 days ago Requisition ID: 1167

JOB SUMMARY

USClaims is a leading provider of advances to personal injury victims and their families. USClaims’ mission is to provide much-needed liquidity to an underserved market, providing financial means for victims to pursue a fair settlement. We have built an organization driven by excellence, and we are looking for people who are excited by the opportunity to join us! Offering an innovative environment guided by outstanding leadership, it is a perfect platform to demonstrate your talent and build your career. Energized by the challenges and rewards ahead, we are a passionate team that will continue working on the exponential growth of our business. We are currently hiring a Client Engagement Coordinator to join our team, reporting directly to our Market President.

RESPONSIBILITIES AND DUTIES

• First point of customer contact for gathering information needed on inquiries after online applications are submitted
• Builds and maintains business relationships with clients by providing prompt and accurate service to promote customer satisfaction
• Enter clear and concise updates to the related CRM leads and activity
• Research and obtain additional information needed to assist internal Sales Team members in sending a lead through to Underwriting, as needed
• Deliver unparalleled value, excellent service and provide a positive client experience
• Timely follow-up with both the internal Sales Team and the customer through the entire life cycle of their request

EDUCATION, SKILL & EXPERIENCE REQUIREMENTS

• Bachelor’s degree in a related field preferred
• Outstanding written and oral communication skills
• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
• Ability to manage multiple client situations, needs, and inquiries
• Need to be able to build and maintain good cross-enterprise working relationships
• Experience working in personal injury or paralegal work is a plus
• Comfortable handling high-volume workloads and a fast-paced environment