• Initiate outbound communication with assigned leads via phone and email • Delivering compelling service overviews that highlight value and build excitement • Build instant rapport through active listening and genuine empathy for client needs • Address inquiries, overcome objections, and set realistic expectations through persuasive dialogue • Achieve conversion targets through consistent follow-up and relationship building • Collect and verify initial client documentation with meticulous attention to detail • Validate client readiness and ensure compliance with onboarding requirements • Update client profiles and communication logs accurately in CRM systems • Serve as the primary gatekeeper for client information quality and completeness • Support Case Managers with document collection and data entry as needed • Participate in monthly verification projects and quality initiatives • Consistently meet/exceed productivity, quality, and conversion metrics • Maintain confidentiality and adhere to all compliance/ethical standards