Client Advocate

Provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team.

ESSENTIAL FUNCTIONS

+Work together with the Account Manager and Client Executive to service clients

+Assist with review of contracts for accuracy of policy details

+Review Benefits Open Enrollment information for accuracy of information

+Provide day-to-day customer service to clients

+Assist Client Executives and Account Managers in retention of existing clients

+Work with health risk management team in the analysis of claims information and development of additional value-add reporting including but not limited to Benefit Informatics

+Gain working knowledge of functionality of resource tools

+Assist in maintenance of client management system

+Prepare and distribute Request for Proposal (RFP) packets for all lines of group insurance coverages including medical, dental, vision, life, disability and other ancillary lines of coverage

+Work in Excel to prepare renewal information for clients

TECHNICAL FUNCTIONS

+Highly proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint

REQUIRED EXPERIENCE

+Exceptional written, verbal and interpersonal skills with keen attention to detail; professional presentation

+Strategic thinker with ability to prioritize projects

+Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management

REQUIRED EDUCATION/CERTIFICATION

+Bachelor’s degree