Job Title: Client Advocate

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

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 degree is preferred but not 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 Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person