Client Engagement Coordinator

USClaims; Boca Raton (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

USClaims is seeking a Client Engagement Coordinator to initiate timely contact with clients and deliver exceptional service through accurate processing of information. The role focuses on leads generated by our web marketing efforts and collaborates with the sales team to improve web lead conversion rates.

Ideal candidates will have strong communication skills, the ability to multitask in a fast-paced environment, and experience in client relations or paralegal work. Bachelor’s degree preferred.

Qualifications

• Bachelor’s degree or related field preferred.
• Excellent written and oral communication skills.
• Ability to manage multiple tasks and responsibilities simultaneously.
• Experience handling multiple client inquiries and building cross-enterprise relationships.
• Experience in personal injury or paralegal work is a plus.

Responsibilities

• Serve as the first point of contact for inquiries after online applications.
• Build and maintain relationships with clients by delivering prompt, accurate service.
• Enter clear updates to CRM leads and activity.
• Research and obtain information to assist the Sales Team in workflow progression.
• Deliver exceptional value, service, and a positive client experience.
• Provide timely follow-up with the Sales Team and clients through the life cycle of requests.

Skills

Communication

Multitasking

Teamwork

Independent work

Client management

Education

Bachelor's degree

Job description

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