Client Care Advocate

Job Description

Job Description

Position: Client Care Advocate

Reports to: Sr. Vice President           

Department:     Administration  

Location:           103 Schelter Road, Lincolnshire, IL 60069; in-office position

Classification:    Full-time/Exempt

Summary / Job Objective: The Client Care Advocate at Protected Tomorrows serves as the first point of contact for prospective and current families. The role focuses on building trust, understanding family needs, and connecting them with appropriate resources, services, and financial planning support.

Essential Job Functions:  

The Client Care Advocate provides compassionate and responsive first experience for families seeking guidance related to care planning for a person with a disability through government and corporate benefits and financial planning to provide both long and short term financial security. This individual listens to family concerns, gathers relevant information, explains available services, and coordinates introductions to financial planners, resource specialists, and other support professionals. The Client Care Advocate ensures families feel welcomed, informed, and supported throughout their journey while maintaining accurate records and facilitating smooth communication across teams.

Primary Responsibilities:

·       Serve as the primary initial contact for families via phone, email, and virtual or in-person meetings.

·       Build rapport with families and assess their immediate needs, concerns, and goals.

·       Educate families about available programs, resources, and financial planning services.

·       Schedule consultations and connect families with appropriate advisors and specialists.

·       Maintain detailed and confidential client records within CRM and case management systems.

·       Follow up with families to ensure questions are answered and next steps are completed.

·       Coordinate with internal teams to provide a seamless client experience.

·       Share information about community resources, government benefits, and support networks.

Qualifications:

·       Bachelor's degree in Human Services, Social Work, Psychology, Counseling, Family Studies, Communications, Business, or a related field preferred.

·       Minimum of 2 years of experience in customer service, client relations, family support, advocacy, social services, healthcare, nonprofit organizations, or financial services.

·       Experience working with individuals with disabilities, special needs, caregivers, or families is highly desirable.

·       Experience handling sensitive or confidential information professionally.

·       Understanding of the challenges faced by families caring for a loved one with a disability or special needs.

·       Familiarity with community resources, government benefits, disability services, and support programs.

·       Basic understanding of financial planning concepts, special needs trusts, government benefits, or long-term care planning is helpful, though training may be provided.

Core Competencies:

·       Strong empathy, active listening, and interpersonal communication skills.

·       Experience working with individuals with disabilities, special needs populations, or family support services.

·       Customer service, client relations, or advocacy experience.

·       Ability to discuss sensitive family and financial topics with professionalism and compassion.

·       Strong organizational skills and attention to detail.

·       Proficiency with CRM systems and standard office software.

·       Knowledge of disability resources, public benefits, or special needs planning is preferred.

·       Exceptional interpersonal and relationship-building skills.

·       Strong active listening and empathy.

·       Excellent verbal and written communication abilities.

·       Ability to manage multiple inquiries and follow-up tasks simultaneously.

·       Proficiency with CRM databases, Microsoft Office, Google Workspace, and virtual meeting platforms.

Compensation & Benefits:

Compensation (based on experience)

• Annual base salary:  $60,000 - $70,000
• Annual performance bonus target: 5%
• This is an exempt position

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off

Location : 103 Schelter Road, Ste. 10, Lincolnshire, IL 60069; this role is an in-office position

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.

Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.

For more information, please visit simplicitygroup.com.

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.