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Job Duck

V103 - Client Engagement Coordinator

RemoteUnited States only· UTC-5…UTC-4Archived
Published
Role
Support
Employment
Full-time
$1.1k–$1.2k/mo
Check eligibility

Open to US only · UTC-5…UTC-4. Set where you work from to check your eligibility.

No BS summary

Remote client-facing coordinator for Social Security Disability cases. Needs strong customer-service, CRM/data-entry skills, English (Spanish a plus), and availability to work US Eastern business hours. This is a remote role supporting US-based employers; legal/case-management experience preferred.

Core skills

Client communicationCRM / data entry

Required skills

CRMClioVoIPMicrosoft OfficeGoogle WorkspaceEmail communicationdata entry

Optional skills

Legal support experienceCase management experienceDual monitors

Required languages

English

Optional languages

Spanish

What you'll do

  • Foster positive client experiences through proactive communication, milestone recognition, and client appreciation initiatives.
  • Document all client interactions, create necessary follow up tasks, and monitor progress to ensure timely completion.
  • Identify client concerns, address routine issues, and escalate sensitive or complex matters while maintaining professionalism, confidentiality, and exceptional service standards.
  • Conduct regular client check ins to maintain engagement, strengthen relationships, and ensure clients feel informed and supported.
  • Welcome new clients, facilitate onboarding, assist with client portal access, and introduce clients to their assigned Case Manager.
  • Request client reviews, encourage referrals, and track client feedback to support client satisfaction and retention efforts.
  • Communicate case related updates, treatment changes, and important developments to the Case Management team.
  • Collect updated medical treatment, provider, and contact information while maintaining accurate client records in Clio.
  • Serve as the primary point of contact for clients, providing timely updates, guidance, and support throughout the disability claims process.

What they require

  • Exceptional customer service and relationship building abilities
  • Empathy and compassion
  • Professional verbal and written communication
  • Attention to detail
  • Strong organizational and time management skills
  • Problem solving and conflict resolution
  • Client retention and engagement mindset
  • Ability to maintain confidentiality
  • Accountability and follow through
  • Adaptability in a fast-paced environment
  • CRM and data entry proficiency
  • Strong interpersonal skills
  • Proactive communication and follow up skills
  • Ability to work independently while remaining highly collaborative
  • Legal support or case management experience preferred

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022!

🇺🇸 United StatesStaffingMid-size

What people say about this company

3.9/ 5

  • Flexible work hours and remote work options are highly appreciated by employees.
  • The company culture is often described as supportive and friendly.
  • Some employees have expressed concerns about limited career advancement opportunities.
$1.1k–$1.2k/mo