Client Outreach Representative

Job Description

Job Description

We are looking for a highly driven Client Outreach Representative to join our team in New York, New York. In this role, you will play a key part in connecting small business owners to tailored solutions that help restructure their financial obligations and enable sustainable growth. If you excel in communication and enjoy making a meaningful impact, this position offers an exciting opportunity to contribute to client success.

Responsibilities :

• Conduct outbound calls daily to engage with potential clients and introduce service offerings.
• Utilize conversation guides and criteria to pre-screen prospects effectively.
• Identify client challenges and match them with appropriate solutions and product paths.
• Forward leads to the underwriting team or account executives for further processing.
• Maintain accurate records of interactions and notes using the designated CRM system.
• Collaborate with internal teams to ensure seamless client experiences.
• Stay updated on service offerings to provide accurate and relevant information during outreach.
• Monitor and assess client feedback to improve outreach strategies and communication.
• Support the development of outreach campaigns to enhance client engagement.
• Proven experience in client outreach or benefits coordination.
• Strong communication and interpersonal skills, with the ability to build rapport quickly.
• Familiarity with benefits administration functions, including COBRA and leave of absence management.
• Knowledge of compensation and benefits practices.
• Proficient in using CRM systems to track and manage client interactions.
• Ability to handle high call volumes while maintaining professionalism and efficiency.
• Detail-oriented with excellent organizational skills.
• A proactive attitude with a focus on meeting client needs and achieving team goals.