Sr Client Advocate

ViziRecruiter,LLC.; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company in the insurance sector is seeking a Senior Client Advocate to enhance client experiences for group insurance plans. The successful candidate will facilitate a smooth implementation process while fostering strong relationships with plan administrators and brokers. This role requires strong project management skills and a background in insurance, making it vital for the company's success.

Qualifications

• Minimum of 5 years of client-facing experience, preferably in insurance.
• Ability to manage complex cases with large employee bases.
• Advanced proficiency with project management and communication platforms.

Responsibilities

• Serve as primary contact for plan administrators and brokers post-sale.
• Build and sustain strong client relationships for exceptional experience.
• Develop and manage detailed implementation plans.

Skills

Project Management

Communication

Problem Solving

Interpersonal Skills

Critical Thinking

Education

High School diploma or GED equivalent

Bachelor's degree in a related field

Tools

MS Project

Asana

Slack

Job description

Introduction

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Overview

Horace Mann is seeking aSenior Client Advocateto lead the client experience for our group insurance plans. This role is key in ensuring a smooth and positive journey for plan administrators and brokers from the point of sale through implementation and beyond. The ideal candidate will be an experienced relationship manager with a strong background in insurance, exceptional project coordination skills, and a proactive approach to problem-solving.

Responsibilities

• Serve as the primary point of contact for plan administrators and brokers post-sale for all group insurance products, including Short and Long Term Disability, Critical Illness, Hospital Indemnity, Accident, Cancer, and Life Insurance.
• Build and sustain strong client and stakeholder relationships to ensure an exceptional client experience.
• Develop and manage detailed implementation plans according to established procedures and timelines.
• Collect and verify documentation from clients and internal teams; maintain accurate implementation workbooks.
• Collaborate with the enrollment and communications team to execute strategic enrollment initiatives that support participation and premium goals.
• Oversee enroller training sessions and conduct platform testing in preparation for open enrollment.
• Host regular planning and status meetings with clients and brokers throughout the implementation phase.
• Provide responsive, professional service to address inquiries and resolve issues.
• Stay up to date on regulatory changes and industry best practices.
• Partner with internal departments—sales, underwriting, legal, compliance—to anticipate challenges and resolve complex cases.
• Coordinate with external carriers (medical, dental, vision) and third parties as needed.
• Deliver reports and summaries to internal stakeholders and leadership.
• Leverage project management and communication tools to streamline workflow and stakeholder engagement.
• Proactively identify and resolve service issues throughout the plan year.
• Contribute to process improvements and policy enhancements through feedback and insights.

Requirements

• High School diploma or GED equivalent, required.
• Bachelor's degree in a related field or equivalent work experience preferred.
• Minimum of 5 years of client-facing experience, preferably within insurance or financial services.
• Demonstrated ability to manage complex cases, including:
• Clients with large employee bases and multiple locations
• Integration with multiple carriers and benefit platforms
• Employer-paid and voluntary group benefits
• High-volume data exchange (e.g., EDI files)
• Advanced proficiency with project management and communication platforms (e.g., MS Project, Asana, Slack, etc.).
• Strong problem-solving and critical-thinking skills.
• Exceptional organizational, communication, and interpersonal abilities.
• Travel to Texas office for bi-annual meetings, required.