Client Advocate

GIS National LLC; Florida; Hybrid; USD 40,000 - 60,000; Full time

Job summary

GIS National LLC is seeking a Client Advocate in New York to provide high-quality service to broker partners, clients, and carrier resources. Responsibilities include managing service requests, assisting with employee enrollments, and supporting renewals. Ideal candidates should have strong communication and organizational skills, an ability to work in a fast-paced environment, and are eager to learn new products and technologies. Proficiency in Microsoft Office is preferred.

Qualifications

• Proficient with all methods of communication: in person, phone, and email.
• Experience in benefits administration and technology preferred.
• Ability to articulate solutions to service issues.

Responsibilities

• Provide prompt, efficient service to broker partners, clients, and carriers.
• Assist GIS Account Managers with employee enrollments.
• Manage the Client Advocate email and phone lines.

Skills

Communication skills

Proficiency with Microsoft Office

Organizational skills

Problem-solving abilities

Attention to detail

Ability to multitask

Education

BS degree preferred

Job description

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, elevate 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. Elevate 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

Requirements

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 degree is preferred but not required
• Experience in benefits administration & technology is a preferred
• Strong communication and interpersonal skills
• Ability to multitask and prioritize tasks effectively
• Attention to detail and problem‑solving abilities
• Eager to learn and adapt to new products, services and technologies

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