Client Engagement Coordinator

USClaims; Boca Raton (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

US Claims is seeking a Client Engagement Coordinator in Boca Raton to serve as the first point of contact for online inquiries. You will gather information, provide prompt service, and support the sales team by driving timely follow-ups and accurate CRM updates.

The ideal candidate has a bachelor's degree and outstanding written and verbal communication, thrives in a fast-paced environment, and can manage multiple client situations while building cross-enterprise relationships.

Qualifications

• Bachelor’s degree preferred.
• Outstanding written and oral communication skills.
• Ability to work independently and as part of a team while handling multiple tasks.

Responsibilities

• First point of contact for gathering information after online inquiries.
• Builds and maintains client relationships with prompt, accurate service.
• Enter clear CRM updates and activity.
• Research and obtain information to assist the Sales Team in moving a lead forward to underwriting.
• Deliver exceptional service and a positive client experience.
• Timely follow-up with internal Sales Team and customers through the lifecycle of requests.

Skills

Written and verbal communication

Independent and team collaboration

Multitasking in fast-paced environment

CRM data entry and follow-up

Education

Bachelor’s degree preferred

Job description

US Claims is a leading provider of advances to personal injury victims and their families. US Claims’ 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 US Claims' 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