Client Advocate - Employee Benefits

Aon plc; Northern (KY); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

PTO & Holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP is seeking a Client Advocate to manage day-to-day benefit administration for multiple clients. You will complete enrollments, terminations, and employee changes, and assist with monthly billing reconciliation.

The role involves answering client emails and calls, delivering excellent service, and maintaining ongoing broker and carrier relationships. Knowledge of carrier rules and state jurisdictions is essential.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred to support client work.
• 3-5 years of related industry experience may substitute education.
• L&H license required or willingness to obtain within six months.

Responsibilities

• Supervise the team inbox for incoming cases and requests from broker clients.
• Enter all transactions from the inbox onto the daily tracking sheet.
• Track daily progress for team transparency and organization on the Smart Sheet.
• Maintain strong relationships with brokers and carriers through daily follow-ups.
• Communicate information clearly to Broker clients by phone or email.
• Lead teammates and participate in carrier forums and trainings.

Skills

Analytical skills

Communication skills

MS Office

Carrier knowledge

Team leadership

Attention to detail

Education

High School Diploma or equivalent

College Degree

Job description

Posting Description

Description

Who We Are

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary of Role:This is a full-time position that requires day-to-day benefit administration for multiple clients and entails completing enrollments, terminations, and employee personnel changes, as well as monthly billing reconciliation. The Client Advocate will answer emails and phone calls from our clients’ employees and be required to provide excellent customer service each day.

Essential Duties and Responsibilities:

• Supervise the team inbox for incoming cases and requests from our broker clients
• Enter ALL transactions that are pulled from the inbox onto the daily tracking sheet.
• Track daily progress of each case for team transparency and organization on the Smart Sheet
• Maintain an outstanding relationship with all the brokers who are being serviced with daily follow ups.
• Consistent communications with Broker clients is detailed and well written.
• Develop positive connections with our Carrier partners for information and educational purposes.
• Efficient process of all transactions into the carrier portals for submission or change.
• Email requests and questions to assigned representatives at the carrier level.
• Maintain contact and in good standing with all of our carrier partners
• Communicate information from the carrier with Broker clients either by phone or email.
• Knowledge of our current laws and regulations with carriers and all jurisdictions that we work within.
• Encourage all teammates and work as a team mentor
• Attend all Carrier Broker Forums.
• Attend Carrier trainings and meetings as well as Wholesale team meetings
• Other duties and projects as assigned by manager, lead capacity

Knowledge, Skills, and/or Abilities:

• Outstanding analytical skills and problem solving
• Outstanding oral and written communication skills
• Sophisticated knowledge of carrier plan designs and portal/systems, often specializing in one or more carriers.
• Well-organized with the ability to handle several clients simultaneously
• Proficiency with MS Office products, including Outlook, Word, Excel, PowerPoint, and Adobe PDF.
• Dedicated work ethic with a very high dedication to client service excellence
• Extensive understanding of carrier rules and regulations, along with state legislation for all jurisdictions
• Strong sense of urgency; however extremely accurate
• Experience working in team environment, lead capacity

Education and/or Experience:

• High School Diploma or equivalent
• College Degree
• 3-5 Years of related industry experience
• L&H License required or willing to obtain within six months after hire

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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. The base salary range for this position is $55,000 – $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.