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.

• 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

• Highly proficient in the use of Microsoft Office Products:
  Excel, Word, Outlook, Power Point

• 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