Demo

Client Advocate

The MJ Companies
Phoenix, AZ Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/11/2025

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
  • REQUIRED EDUCATION / CERTIFICATION

  • Bachelor's degree
  • JOB LOCATION

    Phoenix, Indiana

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