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Client Advocate (DK)

Client Advocate (DK)

GIS National LLCLafayette, LA, US
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Job Description

Job Description

Description :

  • 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 degree is preferred but not 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
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    Client Advocate • Lafayette, LA, US