Client Advocate (DK)

GIS National LLC; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

GIS National LLC in Dallas, Texas, is seeking a candidate to support various insurance products including dental and medical. Responsibilities include assisting Account Managers with enrollments, managing service requests, and conducting customer communication. The ideal applicant is motivated, communicative, and possesses a basic understanding of Excel and Microsoft Office. A preferred BS degree and strong organizational skills are highly valued. This role is position-dependent in a dynamic work environment.

Qualifications

• Must be able to work in a fast-paced environment.
• Proficient with communication: in person, phone, and email.
• Must have proficiency basics with Excel and Microsoft Office Suite.
• Strong organizational, time management, and follow-through skills.

Responsibilities

• Gain knowledge of various insurance products.
• Assist GIS Account Managers with employee enrollments.
• Manage incoming service requests through email and phone.
• Resolve service tickets within specified timelines.
• Conduct customer phone calls to answer questions.

Skills

Fast-paced environment

Proficient communication

Ability to learn quickly

Proficiency with Excel

Self-motivation

Organizational skills

Time management

Excellent communication skills

Education

BS degree (preferred)

Tools

Microsoft Office Suite

Job description

Description

• 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, escalation 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