Client Advocate

Horan Securities, Inc.; Dallas (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading insurance brokerage seeks a Client Advocate to support Account Managers in providing exceptional client service. Responsibilities include managing client records, coordinating enrollments, and utilizing benefits administration software. Ideal candidates will have a bachelor's degree and solid communication and detail-oriented skills.

Benefits

Equal Opportunity Employer

Opportunity for professional growth

Qualifications

• Prefer knowledge of group life and health insurance products.
• Group I Life & Health Insurance license required.

Responsibilities

• Support clients with Benefit Connector software.
• Assist in enrollment processes and manage client records.
• Coordinate with Account Managers for benefits administration.

Skills

Communication Skills

Attention to Detail

Interpersonal Skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

About HUB

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Purpose of Position:

Support Account Manager(s) and Account Executives in the capacity of a Client Advocate by utilizing Benefit Connector, a benefits administration software.

Reporting Relationship:

Report directly to Manager of Client Advocacy.

Essential Functions:

• Gain knowledge of Benefit Connector, a benefits administration software, to assist our clients with employees, enrolling new hires, process updates, and submit data to carriers in a time sensitive.
• Coordinate with the Account Mangers to provide benefits administration and support to the Client Human Resource staff for eligibility and enrollment.
• Be proficient in the creating new accounts, revisions to current accounts, as well as updating of client records.
• Collaborate with the Benefit Connector programmers to complete site builds for new clients as well as renewals.
• Assist clients as well as HUB team during Annual Open Enrollment, acquisition enrollment, etc. Provide additional support during open enrollment and be responsible for collecting elections, reviewing the data once processed, and submitting data to carriers for processing prior to the policy effective date.
• Manage a block of business on Benefit Connector as you assist Client Human Resource staff with any system issues, questions that arise and system training needed for assigned clients.
• Create file feeds to submit to carriers through SFTP / FTP sites. Knowledge of using File Zilla or some other form of FTP software is a plus.
• Interact with client representative or with employees of client as needed. Interaction may include immediate resolution or escalated to an Account Manager or Account Executive for resolution.
• Ability to work on various spreadsheets and have full knowledge of Microsoft applications, like Outlook, Excel, PowerPoint, etc.
• Communication in a professional manner is very important, as communicating with the clients, prospective clients, internal HUB team members, insurance carriers, TPAs, etc. is critical.
• Keep apprised of changes in state/federal laws and legislation and keep clients informed and in compliance.
• Special projects as designated for Account Managers or Account Executives. Approval must be obtained before utilizing Client Advocate for special projects from the Manager of Client Advocacy.

Experience / Educational Requirements:

• Prefer two to three years office administration experience or 1 year experience and one year education in office administration or equivalent
• Prefer knowledge of group life and health insurance products and policy servicing
• Group I Life & Health Insurance license required (or obtained within 90 days of employment).

Skill and Quality Requirements:

• Must have or learn an above average knowledge of the Group Benefits business. Should be able to read coverage certificates, understand their contentand have a basic working knowledge of different lines of coverage
• Computer and office equipment experience:
• Word-processing Software (Word)
• Spreadsheet (Excel)
• PowerPoint
• General office equipment
• Good data entry skills: typing 45 wpm; word-processing; spreadsheet data entry
• Must be attentive to detail; produce accurate work; dependable; able to handle multiple tasks
• Excellent interpersonal and communication skills (oral and written).
• Compose correspondence (letters, memos, reports, etc.) and proofread
• Good communication skills with ability to speak to clients clearly and distinctly with appropriate pauses, emphasis and correct pronunciation
• Display team and customer service attitude
• Ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions
• Must obtain Group I License

Working Conditions:

• Extensive periods of sitting and keyboard/computer work
• Must have good visual acuity and hearing
• Communicates with individuals over the phone and in person
• May lift packages weighing up to 20 pounds

Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. Reasonable accommodation will be provided to qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not be construed as a contract for employment.

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Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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