Claimant Outreach & Intake Specialist
New
A
AdvocateLegal Tech
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- SalesforceLead GenerationZendeskCRM
Requirements
- 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).
- 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.
- Passionate about helping others and contributing to a mission-driven company.
- Familiarity with the Social Security disability process is a plus, but not required.
Responsibilities
- Act as the first point of contact for potential claimants, managing inbound leads via phone, text, email and potentially other channels.
- Conduct prompt and persistent outreach to new leads (within 5 minutes) using tools like Salesforce and ZenDesk, following established contact sequences.
- Clearly articulate the company's value proposition and answer frequently asked questions to build trust and encourage engagement.
- Guide potential claimants through the online Onboarding Flow, assisting them in providing necessary initial information and signing the representation contract.
- Communicate with LTD customers for assistance reaching potential CLs and status updates.
- Maintain accurate and timely records of all outreach activities, claimant interactions, and lead statuses within Salesforce.
- Identify and appropriately handle leads who may not be eligible for services based on initial criteria.
- Collaborate with the team to meet and exceed lead conversion goals.
- Monitor intake communication lines for new client calls and texts, responding appropriately.
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