The Advocator Group

  • Intake Specialist

    Job Locations US-MA-Wakefield
    Posted Date 2 months ago(11/7/2018 9:29 AM)
    # of Openings
  • Overview

    When life changes, we can help! At The Advocator Group, we turn challenges into opportunities in order to enrich the lives of our clients. Our stunning Teammates are dedicated to preserving the financial well-being of clients by assisting them through the Social Security Disability benefits process.

    The Advocator Group has achieved continuous growth in employee count, locations and revenue since our beginning in 2002. We operate as a subsidiary of Brown & Brown, one of the largest players in the insurance & financial services industry, with over 75 years of dedicated service.

    We are looking for an enthusiastic and compassionate ROCKSTAR to join our team as an Intake Specialist

    • Full time, 8:30am-5:30pm Monday-Friday (flexible hours and overtime available)
    • Located in Wakefield, MA- modern building with free parking & walking paths
    • Competitive compensation- base salary plus uncapped bonuses
    • Extensive paid training, sales competitions with incentives and the opportunity to grow your career with an incredibly talented team!



    • Convert warm, inbound leads into clients- NO COLD CALLING
    • Manage inbound referrals from existing clients and continue to provide best-in-class service
    • Exceed client service expectations by providing education about the Social Security Disability process and The Advocator Group services
    • Effectively prioritize a high-volume pipeline to ensure timely response to clients
    • Highlight the value of our services by establishing strong client relationships during the first point of contact



    • BS or equivalent with 1+ years of experience in sales or customer service
    • Demonstrated experience closing sales and achieving sales targets
    • Strong time management and superior customer relation skills
    • Experience working in a contact center or insurance/benefit claims environment
    • Excellent written and verbal communication
    • Salesforce experience preferred

    Our stunning Teammates are truly what makes our success possible! We are committed to providing a positive environment that fosters growth, innovation and collaboration.

    To support our Teammates, we offer…

    • Tuition reimbursement, training & professional growth opportunities
    • Employee engagement- annual outings, MVP awards & bagel Fridays
    • Health, Dental, Vision & Pet Insurance plans
    • Paid Vacation & Holiday time
    • 401K & employee stock purchase plan


    We play as individuals, but win as a team… We look forward to you joining The Advocator Group on our mission to change lives!


    Sedentary work:  Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.  Sedentary work involves sitting most of the time.  Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.  Physical requirements on a regular basis of this role include:

    • Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand or arm as in handling.
    • Talking: Expressing or exchanging ideas by means of the spoken word in which one must convey detailed or important spoken instructions to others accurately, loudly or quickly.
    • Hearing: Perceiving the nature of sounds at normal speaking levels or without correction.  Ability to receive detailed information through oral communication and make fine discriminations in sound.
    • Visual: Required to have close visual acuity to perform an activity such as:  preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading.



    The Advocator Group is an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants. M/F/D/V.


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