Client Intake Specialist - $18+/Hr.

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Overview:

The Advocator Group, is a nationwide advocacy organization dedicated to helping individuals apply for and obtain Social Security Disability Insurance. Our mission is to expedite the benefit claim process for our clients and to help to preserve and improve their financial well-being.  Currently we are in an accelerated growth phase in a rapidly expanding industry, and there's never been a better time to join our inside sales team. We are seeking a motivated, self-driven individual looking for a long term position as a Client Intake Specialist. This position is located at our Wakefield, MA headquarters, 13 miles north of Boston, conveniently located off route 128.

JOB SUMMARY:

The Client Intake Specialist plays a pivotal inside sales role in the Organization. The specialist will receive incoming warm leads from disability carriers and will be responsible for converting these leads into customers.

Located in Wakefield in a beautiful, modern facility with walking paths & free parking, we offer:

• $18.00 - $20.00/ hr. base salary + commission for each enrollment that exceeds goal
• No prospecting - warm leads provided
• Paid training
• Full time flex scheduling between the hours of 8:30 AM - 8:00 PM, Monday - Friday
• Comprehensive health, dental & vision plans
• 401(k) immediate employer matched vesting
• Employee stock purchase
• Generous employee referral bonus
• Opportunity for advancement

Responsibilities:

• Primary point of contact to receive warm transfer calls and leads from long term disability carriers to covert to customers
• Manage administrative tasks and ensure proper paper work is on file
• Manage referral queues ensuring to ensure referrals are reviewed within a timely manner
• Review claims for closure; approve and process in a timely manner
• Providing a superior level of customer service that is polite, compassionate and knowledgeable while maintaining focus on all the administrative aspects of the claim
• Effectively partners with other departments to ensure a smooth transition of customers

Qualifications:

• BS or equivalent or a minimum of 3 years work experience in related sales and customer service field preferred
• Experience working in a contact center environment or insurance/benefit claim organization preferred
• Demonstrated sales and customer service skills
• Demonstrated experience with MS Word, Excel, and Outlook. Salesforce experience preferred.
• Strong organizational and technical skills
• Models a high level of accountability and personal integrity; able to communicate across the organization openly and with respect
• Ability to manage multiple priorities, tasks and assignments
• Demonstrated interpersonal skills and ability to work closely with others in a productive manner
• Excellent verbal, written and telephone communication skills
• Proven analytical, decision making and critical thinking skills, with demonstrated consistent sound judgment
• Proven follow-up and follow through skills

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The Company

Vision

Our vision is to help as many people as possible and to create abundant new opportunities.

Teammates

Our objective as an employer is to create a transparent, respectful, and spirited environment where people are rewarded with opportunity and recognized for giving their personal best on behalf of themselves, the company, and our constituents.

Innovation
We utilize technology to enhance our teammates' work experience, allowing them to drive value instead of process

Culture

We provide opportunities for our teammates to challenge and develop themselves, with an eye to encouraging an appropriate work/life balance. We provide an environment conducive to learning, teaching and having fun.

The Advocator Group is an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants M/F/D/V.

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