V103 - Client Engagement Coordinator

Job Duck

1d • $1,060 - $1,150 • Remote

About The Position

At Job Duck, we believe every client deserves an exceptional experience built on trust, communication, and genuine support. We are seeking a Client Engagement Coordinator who will serve as a key point of contact for clients throughout their Social Security Disability journey, ensuring they feel informed, valued, and supported at every stage of the process. This role is ideal for someone who enjoys building meaningful relationships, delivering outstanding customer service, and creating positive experiences through proactive communication and follow up. The successful candidate will work closely with case management professionals, maintain accurate client records, and help strengthen client satisfaction, retention, and engagement through a highly organized and client focused approach. If you are empathetic, detail-oriented, and passionate about helping people navigate important life matters, we encourage you to apply.

Requirements

• 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
• Clio
• CRM Systems
• VoIP Phone Systems
• Microsoft Office Suite
• Google Workspace
• Email Communication Platforms

Nice To Haves

• Dual monitors or an additional monitor is strongly preferred

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed