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Client Advocate

Quest Financial
Atlanta, GA Full Time
POSTED ON 1/17/2025 CLOSED ON 2/15/2025

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

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