Client Experience Specialist
Handle high-volume phone consultations helping clients navigate disability benefits and insurance compensation processes. Requires 3+ years of customer-facing experience and strong interpersonal skills.
About the job
Responsibilities
- Communicate daily with clients on the phone to understand their situation and determine eligibility for services
- Advise clients on next steps for accessing disability benefits or insurance compensation
- Navigate internal tech platforms and tools (Salesforce) to manage client interactions
- Handle high-volume interactions with clients facing deeply personal and challenging circumstances
- Provide supportive guidance while driving conversations efficiently
Requirements
- At least three years of professional work experience in roles involving daily customer interaction (CX, sales, support, hospitality)
- Ability to interact supportively with people from all walks of life while driving conversations
- Quick learner capable of mastering complex topics and platforms
- Competent writer
Preferred Qualifications
- Experience in metrics-driven roles where goals were exceeded
- Previous work at high-volume, high-performing service/sales/support teams from companies known for great customer service
Compensation and Benefits
- Base salary: $60,000 - $75,000
- Equity and uncapped monthly bonus structure (top performers earning over $100,000 total compensation)
- Medical and dental insurance with 100% of employee premiums covered
- 15 vacation days and ~20 paid holidays per year
- Free OneMedical membership
- $600/year internet stipend
- $1,000/year education and training stipend
- Up to $1,200/year student loan repayment assistance
- 401(k) and optional HSA/FSA
Skills
Salesforce, Customer Experience, Phone Communication, Client Advisory, Metrics-Driven Performance, High-Volume Support
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