Client Advocate

NFP; San Juan (PR); On-site; USD 45,000 - 75,000; Full time

Job summary

Join a forward-thinking company as a Benefits Specialist, where you will play a pivotal role in enhancing client relationships and service delivery. In this dynamic position, you will assist in managing client accounts, coordinate wellness initiatives, and ensure effective communication between clients and internal teams. This innovative firm is dedicated to a people-first approach, offering competitive salaries and a supportive work environment. If you are passionate about helping others and thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Competitive salary

PTO and paid holidays

401(k) with match

Health and wellness programs

Exclusive discount programs

Qualifications

• Experience in client management and communication is essential.
• Strong organizational skills and attention to detail are required.

Responsibilities

• Assist in the renewal process for annual enrollment and manage daily client service issues.
• Coordinate health fair projects and maintain client documentation.

Skills

Client Management

Communication Skills

Project Management

Data Analysis

Education

Bachelor's Degree in Business or related field

Tools

Zywave

Job description

The Benefits Specialist is responsible for assisting Product and Client Managers, with the strategic flow and positioning of communication and data to and from the client and company departments. They serve as a liaison between the Company and its clients in assisting with service to the accounts assigned to their Product and Client Managers Book of Business (BOB).

The Benefits Specialist will consistently establish, execute and communicate the wellness work plan for assigned Clients in coordination with the Client.

Who We Are:

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

RESPONSIBILITIES:

1. Assists in the renewal process for annual enrollment.
2. Manages client’s daily service issues.
3. Follow up on Experience Reports from the Carriers on a quarterly basis.
4. Prepare and send the Monthly Experience Report (MER) to customers.
5. Prepare and send the Request for Proposals to carriers.
6. Prepare a renewal spreadsheet containing all proposals received.
7. Help Client Managers in the preparation of presentation and reports.
8. File all documentation pertaining to the BOB assigned, including assisting the maintenance and creation of the profile policy binders for Product and Client Managers.
9. Arrange and execute health fair projects as needed, including presenting the information to the appropriate management team for approval.
10. Coordinate resources for the clinics, health fairs, information tables and orientations.
11. Work with Ikon Solutions in project and activities related to the project management of preferred accounts.
12. Provide assistance in the development of the post-renewal package.
13. Handle service requests from Clients within two (2) hours (for all requests received prior to 3:00pm) or during the first two (2) hours of the next day for requests received the prior afternoon (after 3:00pm).
14. Maintain a ticket resolution rate of 91% of SLAs during regular season and 85% during Open Enrollment.
15. Organize meetings and coordinate with team for customers’ meetings and activities.
16. Review and collaborate in the development of contracts and project documentations.
17. Maintain information updated in Zywave.
18. Maintain a supply of all benefits forms and informational materials and make them available and accessible to customers.
19. Manage Client’s daily service situations.

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.