Engagement Advisor
About The Position
The Engagement Advisor serves as an initial point of contact for leads, referrals, and prospective clients, helping individuals understand available Community Supports services and determine potential eligibility. The role engages prospective clients by phone, email, and messaging while building trust and guiding them through the intake and engagement process. The Engagement Advisor works closely with internal teams, health plans, and strategic partners to support a seamless client experience and contribute to engagement and conversion goals. This is a hybrid position, with attendance at the El Segundo office once per quarter. Business hours are 8:00 a.m. to 6:00 p.m. Pacific Time. Depending on the position and business needs, employees may be required to work any scheduled shift within these operating hours.
Requirements
- Experience engaging customers or prospective clients by phone, email, or other communication channels.
- Experience working toward established performance or sales goals.
- Strong phone, written, and verbal communication skills.
- Relationship-building and customer engagement skills.
- Sales, objection-handling, and goal-orientation skills.
- Organization, attention to detail, and follow-through.
- Proficiency with Microsoft Office and ability to work effectively in a fast-paced environment.
Nice To Haves
- BA/BS degree in Communications or a related field preferred.
- 1–2 years of sales or customer service experience preferred.
- Knowledge of Salesforce or Salesforce Voice is a plus.
Responsibilities
- Engage leads and prospective clients by phone, email, and messaging to understand their needs and educate them about available services.
- Gather client and caregiver information, conduct care assessments, and support eligibility determination and health plan submissions.
- Guide prospective clients through the engagement process, answering questions, addressing concerns, and supporting conversion.
- Maintain accurate and timely lead, client, and activity information in Salesforce.
- Coordinate with internal teams, health plans, and strategic partners while tracking performance against established engagement and sales goals.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
