- Location
- Los Angeles, CA
- Source
- Paylocity
Description
Description
Job Summary:
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, escalate 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 or BA degree is 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
Skills
Excel
