Client Advocate

The MJ Companies; Phoenix (AZ); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Customer Service Representative to enhance client relationships across various sectors. In this role, you will collaborate with Account Managers to ensure client satisfaction, assist in contract reviews, and manage benefits information. Your expertise in Microsoft Office will be crucial as you prepare essential reports and proposals. This position offers an opportunity to showcase your problem-solving skills and attention to detail in a dynamic environment, making a significant impact on client retention and service excellence.

Qualifications

• Exceptional written, verbal and interpersonal skills with keen attention to detail.
• Strategic thinker with ability to prioritize projects.

Responsibilities

• Provide day-to-day customer service to clients.
• Assist with review of contracts for accuracy of policy details.
• Prepare and distribute Request for Proposal (RFP) packets.

Skills

Customer Service

Problem-Solving

Attention to Detail

Organizational Skills

Time Management

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

Provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team.

ESSENTIAL FUNCTIONS

+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

TECHNICAL FUNCTIONS

+Highly proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint

REQUIRED EXPERIENCE

+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

REQUIRED EDUCATION/CERTIFICATION

JOB LOCATION

Phoenix, Indiana

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