Client Advocate Phoenix, Arizona

Apam 91; Indiana (PA); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player seeks a dedicated individual to enhance customer service across various sectors. In this role, you will collaborate with account managers and client executives to ensure client satisfaction by providing exceptional support and maintaining accurate information on contracts and benefits. You will also engage with health risk management teams to analyze claims and contribute to value-added reporting. This position offers a dynamic work environment where your attention to detail and strategic thinking will shine. If you are passionate about helping clients and excel in a fast-paced setting, this opportunity is perfect for you.

Qualifications

• Exceptional written and verbal communication skills required.
• Strong organizational and time management skills are essential.

Responsibilities

• Provide outstanding customer service and support day-to-day operations.
• Assist in the maintenance of client management systems and RFP packets.

Skills

Customer Service

Problem-Solving

Attention to Detail

Organizational Skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Tools

Microsoft Office

Job description

Provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team.

ESSENTIAL FUNCTIONS

+Work together with the Account Manager and Client Executive to service clients

+Assist with review of contracts for accuracy of policy details

+Review Benefits Open Enrollment information for accuracy of information

+Provide day-to-day customer service to clients

+Assist Client Executives and Account Managers in retention of existing clients

+Work with health risk management team in the analysis of claims information and development of additional value-add reporting including but not limited to Benefit Informatics

+Gain working knowledge of functionality of resource tools

+Assist in maintenance of client management system

+Prepare and distribute Request for Proposal (RFP) packets for all lines of group insurance coverages including medical, dental, vision, life, disability and other ancillary lines of coverage

+Work in Excel to prepare renewal information for clients

TECHNICAL FUNCTIONS

+Highly proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint

REQUIRED EXPERIENCE

+Exceptional written, verbal and interpersonal skills with keen attention to detail; professional presentation

+Strategic thinker with ability to prioritize projects

+Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management

Accepted file types: pdf, doc, docx, txt, rtf

Accepted file types: pdf, doc, docx, txt, rtf