Client Experience Associate
Support clients seeking disability benefits or insurance compensation by conducting phone consultations, assessing eligibility, and guiding next steps. Requires a bachelor's degree, 1+ year of work experience, strong interpersonal skills, and ability to learn complex systems quickly.
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
- Rapidly navigate internal tech platforms and tools (Salesforce, etc.)
- Handle multiple interactions daily on deeply personal topics with empathy and efficiency
- Drive conversations while being supportive to people in crisis
Requirements
- Bachelor’s degree from a top four-year university with strong academic performance
- At least 1 year of working experience outside of internships (longer internships considered)
- Ability to interact with people from all walks of life; supportive yet able to drive conversations
- Quick learner and competent writer; able to master complex new topics and platforms
- Strong work ethic; capable of juggling multiple competing priorities
Nice-to-Haves
- Previous experience on a high-volume, high-performing service/sales/support team from a company known for great customer service
- Completed a socially-focused, hands-on internship or significant volunteer experience
Compensation and Benefits
- Base salary: $50,000–$60,000
- Equity and uncapped monthly bonus structure (top performers earning over $75,000 total compensation)
- Medical and dental insurance with 100% of employee premiums covered
- 15 vacation days & ~20 paid holidays each year (including two weeks at end-of-year)
- Free membership to OneMedical
- $600/year internet stipend
- $1,000 reimbursable education/training stipend
- Up to $1,200/year student loan repayment assistance
- 401(k) and optional HSA/FSA
Skills
Salesforce, Phone Communication, Client Advisory, Empathetic Communication, Multitasking, Quick Learning, Written Communication
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