Client Advocate

GIS National LLC; United States; In loco; USD 42.000 - 63.000; Tempo pieno

Descrizione del lavoro

GIS National LLC is seeking a Client Advocate to provide prompt, high-quality service to broker partners, clients, and carrier resources in a fast-paced environment. You will support enrollments and new business, manage communications channels, and ensure timely ticket resolution.

The role includes attending trainings, handling renewals, and performing general administrative duties to keep client accounts running smoothly.

Competenze

• Fast-paced environment experience preferred.
• Proficient with communication methods: in person, phone, email.
• Ability to learn quickly.
• Proficiency with Excel and Microsoft Office Suite.

Mansioni

• Provide prompt, high-quality service to broker partners, clients, and carrier resources.
• Assist Account Managers with enrollments and new business.
• Manage Client Advocate email and phone lines for service requests.
• Acknowledge tickets within 1 business day and resolve within 3 business days; escalate if needed.
• Participate in broker/customer trainings and handoffs to Client Advocate Team.
• Conduct portal trainings 120 days post effective date; escalate issues.
• Conduct calls for key accounts and document meeting notes.
• Provide support for renewals as needed.
• Perform other administrative tasks as assigned by Local GIS Office.

Conoscenze

Communication

Organization

Time management

Follow-through

Written communication

Verbal communication

Teamwork

Quick learning

Formazione

BS degree preferred

Strumenti

Excel

Microsoft Office

Descrizione del lavoro

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, escalat e 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

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

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