Client Engagement Coordinator

USClaims; Boca Raton (FL); Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

USClaims is seeking a Client Engagement Coordinator in Boca Raton to be the first point of contact for inquiries after online applications. You will gather information, deliver prompt and accurate service, and coordinate with the sales team to improve the web lead conversion rate.

This role requires outstanding written and oral communication, the ability to manage multiple client situations, and the capacity to work independently within a collaborative team.

Formación

• Bachelor's degree in a related field preferred.
• Strong written and verbal communication skills.
• Ability to handle multiple tasks in a fast-paced environment.
• Experience in personal injury or paralegal work is a plus.
• Ability to build cross-enterprise relationships.

Responsabilidades

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

Conocimientos

Excellent communication

Team collaboration

Independent worker

Multi-tasking

CRM experience

Educación

Bachelor's degree (related field) preferred

Descripción del empleo

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.

The Client Engagement Coordinator will be responsible for initiating timely contact and delivering excellent customer service through fast and accurate processing of client information. Specifically, they will focus on leads driven by USClaims' web marketing efforts. Through communication and coordination, the Client Engagement Coordinator will work with other members of the sales team to improve the web lead conversion rate.

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