--- title: 'Client Engagement Associate at Advocate' canonical: 'https://feeny.ai/job/client-engagement-associate-advocate-orlando-egy5j0mzc57x' type: 'job' last_seen: '2026-09-10' --- # Client Engagement Associate at Advocate - **Company:** Advocate - **Location:** Orlando, FL - **Work type:** remote - **Posted:** 2024-10-13 - **Last confirmed live:** 2026-09-10 - **Apply:** https://jobs.lever.co/advocate/4123c1da-5e69-4aee-9121-c91de3e3095e ## Job description ## Overview At Advocate, our mission is to empower Americans to obtain the government support they've earned. Advocate aims to reduce long wait times and bureaucratic obstacles of the current government benefits application process by developing a unified intake system for the Social Security Administration, utilizing cutting-edge technologies such as artificial intelligence and machine learning, crossed with the knowledge and experience of our small team of EDPNA’s and case managers. We are seeking a dynamic and persistent Outreach & Intake Specialist to be the crucial first point of contact for potential claimants. In this role, you will engage new leads, guide them through the initial information gathering and contract signing process via our Onboarding Flow, and effectively convert interested individuals into Advocate claimants. You'll focus on initiating the claimant journey, ensuring potential claimants feel supported and informed from the very beginning. If you are results-oriented, possess excellent communication skills, and are passionate about helping people navigate complex processes, this role offers the opportunity to make a significant impact without managing ongoing case submissions. Job Responsibilities - Act as the first point of contact for potential claimants, managing inbound leads via phone, text, email and potentially other channels. - Conduct prompt and persistent outreach to new leads (within 5 minutes) using tools like Salesforce and ZenDesk, following established contact sequences (calls, texts, voicemails). - Clearly articulate Advocate's value proposition and answer frequently asked questions to build trust and encourage engagement. - Guide potential claimants through Advocate’s online Onboarding Flow, assisting them in providing necessary initial information and signing the representation contract. - Communicate with LTD customers for assistance reaching potential CLs and status updates - Maintain accurate and timely records of all outreach activities, claimant interactions, and lead statuses within Salesforce. - Identify and appropriately handle leads who may not be eligible for services based on initial criteria. - Collaborate with the team to meet and exceed lead conversion goals. - Monitor Advocate’s Intake communication lines for new client calls and texts, responding appropriately. ## Qualifications - Proven experience in a high-volume outreach, sales, or customer engagement role (e.g., call center, intake specialist, sales development). - Excellent verbal and written communication skills, with an ability to explain processes clearly and empathetically. - Strong interpersonal and persuasion skills with a persistent approach to achieving goals. - Experience using CRM software (Salesforce preferred) and communication tools (ZenDesk). - Highly organized with strong attention to detail for tracking lead progress and documenting interactions. - Ability to work independently and manage time effectively in a remote setting. - Passionate about helping others and contributing to a mission-driven company. - Familiarity with the Social Security disability process is a plus, but not required. This is a remote position and Advocate is currently a fully remote team. Advocate is an equal opportunity employer and values diversity in the workplace. We are assembling a well-rounded team of people passionate about helping others and building a great company for the long term. ## About Advocate ## Company Overview - **One-liner**: Advocate is an AI-powered technology platform that helps Americans access government disability benefits more quickly and efficiently. - **Entity Type**: Private (early-stage startup) - **Headquarters**: San Francisco, California, USA - **Founded**: 2023 - **Founders**: Not publicly disclosed ## Core Business - **Primary industry**: Government benefits technology / Healthcare IT - **Target customers**: B2C – individuals applying for Social Security Disability Insurance (SSDI) and other government disability benefits - **Mission**: Drive the time between need and relief down to zero by combining proprietary AI with expert human advocacy ## Products & Services - **AI‑Powered Benefits Platform**: An intelligent intake and case‑management system that streamlines the SSDI application process, reducing bureaucratic delays and long wait times. - **Expert Human Support**: A team of hearings representatives (EDPNA/attorneys), case managers, and client engagement associates who provide personalized guidance alongside the technology. ## Market Standing - **Valuation**: Not publicly available (early‑stage startup) - **Key Metric**: Total funding not disclosed; company is operating with a small team (~5 employees as of August 2026) - **Notable Investors/Partners**: Not publicly disclosed - **Growth Signals**: Actively hiring across multiple remote roles (Product Engineer, Tech Support, SSDI Hearings Representative, etc.) – indicates early scaling phase ## Competitive Advantages - **AI‑First Approach**: Proprietary AI models that automate and accelerate the disability benefits application process, a traditionally manual, paper‑heavy system. - **Human‑in‑the‑Loop**: Combines technology with experienced hearings representatives to deliver high‑quality representation at scale. - **Mission‑Driven Focus**: Clear social impact – helping vulnerable populations access benefits they have earned. ## Strategic Focus - **Product Expansion**: Building a unified intake system for the Social Security Administration to further reduce wait times and eliminate bureaucratic obstacles. - **Team Scaling**: Growing the engineering and operations teams to support increasing claim volume and geographic coverage. ## Why Work Here - **Remote‑First Culture**: Majority of roles are fully remote (86% remote per recent data), with some positions in San Francisco and Orlando. - **Mission‑Driven Environment**: Opportunity to work on a product with tangible social impact – helping Americans get the benefits they deserve. - **Small Team, Big Impact**: With ~5 employees, new hires will have significant ownership and influence over product direction. - **Technology Stack**: Work with modern AI/ML tools and build systems that directly improve real‑world outcomes. ## Sources 1. [jobera.com – Advocate Careers](https://jobera.com/employer/advocate/) 2. [joinadvocate.com – Careers](https://www.joinadvocate.com/careers) ## Other roles at Advocate - [SSDI Hearings Representative (EDPNA or Attorney)](https://feeny.ai/job/ssdi-hearings-representative-edpna-or-attorney-advocate-orlando-gyz1m9790ysf) — Orlando, FL - [SSDI Case Manager](https://feeny.ai/job/ssdi-case-manager-advocate-orlando-sjn74bvhjnvb) — Orlando, FL - [Claims Assistant](https://feeny.ai/job/claims-assistant-advocate-orlando-9zk2nt973p5p) — Orlando, FL