What are the responsibilities and job description for the Client Advocate position at Quest Financial?
Our client is looking for a Client Advocate to join their growing team! The Client Advocate is responsible for providing prompt, efficient, high-quality service to our broker partners, clients, and carrier resources.
Fully Remote but must be located in the Atlanta area
Direct Hire
Pay: $55k
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 Account Managers with various tasks related to enrollment and onboarding a new client
- Assist in managing the Client Advocate email and phone lines for incoming service requests
- Timely submission, follow up and escalation of any service tickets that exceed standard turnaround times
- Attend Broker/Customer training calls with the Account Manager for introductions and clean hand off to the Client Advocate Team
- Conduct portal refresher training as needed 120 days post effective date. Escalate all issues or misunderstandings to the Account Manager or Director to address with appropriate sales parties.
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
- Experience with Employee Navigator or EASE
- 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
Salary : $55,000