Client Advocate

GIS National LLC; South Gate (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

GIS National LLC is looking for a Client Advocate in South Gate, California. This role involves providing high-quality service to broker partners and clients. Responsibilities include managing service tickets, conducting training calls, and assisting with enrollments.

The ideal candidate should possess a BS/BA degree and be proficient with Excel and the Microsoft Office Suite. Strong communication, organizational skills, and the ability to thrive in a fast-paced environment are essential.

Qualifications

• Ability to articulate solutions to service issues.
• Must learn quickly.
• Strong follow-through skills.

Responsibilities

• Provide high-quality service to broker partners and clients.
• Assist with employee enrollments and new business execution.
• Manage Client Advocate email and phone lines.

Skills

Fast-paced environment

Communication skills

Excel proficiency

Self-motivation

Organizational skills

Time management

Desire to learn new products

Education

BS or BA degree

Tools

Microsoft Office Suite

Job description

Description

Job Summary

The Client Advocate is responsible for providing prompt, efficient, high-quality service to our broker partners, clients, and carrier resources.

Duties/Responsibilities

• Gain knowledge of insurance products including but not limited to dental, life, disability, vision, accident, critical illness and medical
• Achieve expert understanding and maintenance in all Benefit Administration systems
• Assist the GIS Account Managers with employee enrollments and execution of new business
• Assist in managing the Client Advocate email and phone lines for incoming service requests
• Acknowledge service tickets within 1 business day, resolve service tickets within 3 business days, escalates if outside this timeline
• Attend Broker/Customer training calls with the GIS Account Manager for introductions and clean hand off to the Client Advocate Team
• Conduct portal refresher trainings as needed 120 days post effective date. Escalate all issues or misunderstandings to the Team Lead to address with appropriate sales parties.
• Attend stewardships or broker education calls for key accounts identified by office contacts
• Conduct customer/broker phone calls as frequently as possible to answer enrollment and billing processing questions, follow up calls with clear, concise meeting notes
• Provide support for renewals as needed
• Other administrative tasks as assigned by the Local GIS Office

Required Skills/Abilities

• Must be able to work in a fast-paced environment
• The ideal candidate will be proficient with all methods of communication: in person, phone, and email
• Must have the ability to learn quickly
• Must have proficiency basics with Excel and the Microsoft Office Suite
• The candidate has a sense of urgency and takes pride in their work
• Must be comfortable in a team environment
• Must have the ability to articulate solutions to service issues
• The qualified candidate should have self-motivation, strong organizational, time management and follow-through skills, excellent communication skills both written and verbal, and the desire and ability to continually learn new products and services
• BS or BA degree is required

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times