Client Engagement Coordinator

Posted 2 Days Ago
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Boca Raton, FL, USA
In-Office
Entry level
Financial Services
The Role
Initiate timely contact with online applicants, gather and accurately process client information, update CRM records, research details for underwriting, and coordinate with sales representatives throughout the request lifecycle. The role focuses on delivering excellent customer service, maintaining client relationships, improving web lead conversion, and managing high-volume inquiries in a fast-paced environment.
Summary Generated by Built In

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.


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

Skills Required

  • Bachelor's degree in a related field
  • Outstanding written and oral communication skills
  • Ability to work independently and effectively as part of a team
  • Ability to handle multiple tasks and responsibilities simultaneously
  • Ability to manage multiple client situations, needs, and inquiries
  • Ability to build and maintain cross-enterprise working relationships
  • Ability to handle high-volume workloads in a fast-paced environment
  • Experience in personal injury or paralegal work
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The Company
87 Employees
Year Founded: 1996

What We Do

USClaims provides non-recourse pre-settlement funding to plaintiffs, particularly people with personal-injury claims, and supports attorneys representing them. It advances funds against a portion of anticipated claim proceeds so clients can cover bills and other expenses while litigation proceeds; repayment is contingent on a successful case outcome. Its funding covers matters including auto accidents, medical malpractice, premises liability, workplace injuries, and other claims.

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