Client Advocate
Description
Job Summary:
The Client Advocate is responsible for providing prompt, efficient, high-quality service to our broker partners, clients, and carrier resources.
Duties/Responsibilities:
Gain knowledge of insurance products including but not limited to dental, life, disability, vision, accident, critical illness and medical
Achieve expert understanding and maintenance in all Benefit Administration systems
Assist the GIS Account Managers with employee enrollments and execution of new business
Assist in managing the Client Advocate email and phone lines for incoming service requests
Acknowledge service tickets within 1 business day, resolve service tickets within 3 business days, escalate if outside this timeline
Attend Broker/Customer training calls with the GIS Account Manager for introductions and clean hand off to the Client Advocate Team
Conduct portal refresher trainings as needed 120 days post effective date. Escalate all issues or misunderstandings to the Team Lead to address with appropriate sales parties.
Attend stewardships or broker education calls for key accounts identified by office contacts
Conduct customer/broker phone calls as frequently as possible to answer enrollment and billing processing questions, follow up calls with clear, concise meeting notes
Provide support for renewals as needed
Other administrative tasks as assigned by the Local GIS Office
Requirements
Required Skills/Abilities:
Must be able to work in a fast-paced environment
The ideal candidate will be proficient with all methods of communication: in person, phone, and email
Must have the ability to learn quickly
Must have proficiency basics with Excel and the Microsoft Office Suite
The candidate has a sense of urgency and takes pride in their work
Must be comfortable in a team environment
Must have the ability to articulate solutions to service issues
The qualified candidate should have self-motivation, strong organizational, time management and follow-through skills, excellent communication skills both written and verbal, and the desire and ability to continually learn new products and services
BS or BA degree is required
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times
Job Summary:
The Client Advocate is responsible for providing prompt, efficient, high-quality service to our broker partners, clients, and carrier resources.
Duties/Responsibilities:
Gain knowledge of insurance products including but not limited to dental, life, disability, vision, accident, critical illness and medical
Achieve expert understanding and maintenance in all Benefit Administration systems
Assist the GIS Account Managers with employee enrollments and execution of new business
Assist in managing the Client Advocate email and phone lines for incoming service requests
Acknowledge service tickets within 1 business day, resolve service tickets within 3 business days, escalate if outside this timeline
Attend Broker/Customer training calls with the GIS Account Manager for introductions and clean hand off to the Client Advocate Team
Conduct portal refresher trainings as needed 120 days post effective date. Escalate all issues or misunderstandings to the Team Lead to address with appropriate sales parties.
Attend stewardships or broker education calls for key accounts identified by office contacts
Conduct customer/broker phone calls as frequently as possible to answer enrollment and billing processing questions, follow up calls with clear, concise meeting notes
Provide support for renewals as needed
Other administrative tasks as assigned by the Local GIS Office
Requirements
Required Skills/Abilities:
Must be able to work in a fast-paced environment
The ideal candidate will be proficient with all methods of communication: in person, phone, and email
Must have the ability to learn quickly
Must have proficiency basics with Excel and the Microsoft Office Suite
The candidate has a sense of urgency and takes pride in their work
Must be comfortable in a team environment
Must have the ability to articulate solutions to service issues
The qualified candidate should have self-motivation, strong organizational, time management and follow-through skills, excellent communication skills both written and verbal, and the desire and ability to continually learn new products and services
BS or BA degree is required
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times