Client Service Advocate

Description: • Support Account Executives with incoming inquiries from existing clients and brokers • Gather critical information, assess inquiry complexity, and determine processing or escalation • Interact professionally, set expectations on timelines, and provide status updates to clients and Account Executives • Leverage internal resources and use independent judgment to resolve complex client inquiries • Manage and monitor requests within internal systems and refer changes to appropriate support teams while maintaining oversight • Develop and maintain effective business partnerships and coordinate with internal partners to meet client needs • Partner with Account Executives to prepare client materials to educate, train and inform on benefits, services, and self-administration tools for billing and reporting • Participate in feedback and information exchange sessions with key business partners • Collaborate with other Client Service Advocates to operationalize and manage adoption of best practices • Support Account Executives and Sales in achieving goals in persistency, profitability and growth Requirements: • BA/BS Degree or equivalent previously related work experience • Minimum of 4 years’ experience in client/customer service insurance environment • Working knowledge of insurance products (Accidental Injury, Critical Illness and Hospital Care) preferred • Strong working knowledge of Microsoft Outlook, Word, Excel, PowerPoint, Access and Internet Explorer • Self-motivated with ability to multi-task, manage and resolve issues • Ability to navigate and develop relationships with all internal business partners • Demonstrate active listening, written, and verbal communication and presentation skills • Excellent organizational and time management skills with strong attention to detail • Effective collaboration and problem-solving skills • If working at home, internet connection must be cable broadband or fiber optic with speeds of at least 10Mbps download/5Mbps upload Benefits: • eligible to participate in an annual bonus plan • medical, vision, dental, and well-being and behavioral health programs starting on day one • 401(k) with company match • company paid life insurance • tuition reimbursement • a minimum of 18 days of paid time off per year and paid holidays • Work at Home / remote work option (requires cable broadband or fiber internet with at least 10Mbps download/5Mbps upload) Apply Now Apply Now