Client Engagement Specialist

About the Job

The Client Engagement Specialist provides an exceptional experience to our corporate partners and distributor customers. Operating with accuracy and integrity, the Client Engagement Specialist serves to execute tactical client needs expeditiously.  They work to ensure the successful delivery of services to clients and their customers.

This position reports to the Client Success Manager and is responsible for responding to service and sales calls,  e-mails, and faxes from our clients. Successful candidates have the ability to listen attentively to callers, understand their needs, and offer the most appropriate and beneficial services.

Essential Duties:

• Answer 75+ phone calls from accounts daily
• Respond to email inquiries in a professional and timely manner 
• Make outbound phone calls to alert accounts of challenges with cases 
• Effectively triage and support inquiries related to sample status, turnaround time, redraws, payments, portal access, and supplies.
• Correspond with clients on helps and case adjustments to verify or obtain missing information
• Quality check daily cases to ensure the appropriate fees were assigned
• Troubleshoot issues and work with internal and external groups to quickly implement effective solutions, while minimizing any possible disruption to program operations
• Meticulously communicate through resolution when resolving client concerns and/or escalate issues to the Client Success Manager appropriately.
• Scheduling support for Immigration Cases 
• Take initiative to help team members when needed 
• Follow DDC procedures and guidelines to ensure that DDC’s services are offered in a manner consistent with our mission and vision statements.  
• Work effectively with their teammates, manager, and other departments