Benefits Client Advocate

Aon; Maryland; On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP in Maryland is seeking a Client Advocate to manage day-to-day benefit administration for multiple clients, handle enrollments and terminations, and reconcile monthly billing. The role requires strong customer service and effective communication with employees and brokers.

You will supervise a team inbox, enter transactions, track case progress in Smart Sheet, and maintain relationships with brokers and carriers while adhering to applicable laws and regulations.

Qualifications

• High School Diploma or equivalent.
• College Degree.
• 3-5 Years of related industry experience.
• L&H License required or willing to obtain within six months after hire.

Responsibilities

• Supervise the team inbox for incoming cases and requests from our broker clients.
• Enter ALL transactions that are pulled from the inbox onto the daily tracking sheet.
• Track daily progress of each case for team transparency and organization on the Smart Sheet.
• Maintain an outstanding relationship with all the brokers who are being serviced with daily follow ups.
• Consistent communications with Broker clients is detailed and well written.
• Develop positive connections with our Carrier partners for information and educational purposes.
• Efficient process of all transactions into the carrier portals for submission or change.
• Email requests and questions to assigned representatives at the carrier level.
• Maintain contact and in good standing with all of our carrier partners
• Communicate information from the carrier with Broker clients either by phone or email.
• Knowledge of our current laws and regulations with carriers and all jurisdictions that we work within.
• Encourage all teammates and work as a team mentor
• Attend all Carrier Broker Forums.
• Attend Carrier trainings and meetings as well as Wholesale team meetings
• Other duties and projects as assigned by manager, lead capacity

Skills

Analytical skills

Communication skills

Carrier plans knowledge

MS Office

Team collaboration

Carrier rules & regulations

Attention to detail

Education

High School Diploma

College Degree

L&H License

Tools

Smart Sheet

Carrier portals

Job description

NFP in Maryland is seeking a Client Advocate to manage day-to-day benefit administration for multiple clients, handle enrollments and terminations, and reconcile monthly billing. The role requires strong customer service and effective communication with employees and brokers.

You will supervise a team inbox, enter transactions, track case progress in Smart Sheet, and maintain relationships with brokers and carriers while adhering to applicable laws and regulations.